Plan Snapshot
- Plan Sponsor: Clinica Sierra Vista
- Sponsor EIN: 952707101
- Sponsor Address: 1430 TRUXTUN AVENUE, SUITE 400, BAKERSFIELD, CA, 93301
- Plan Type: DC
- Total Participants: 1,530
- Total Assets: $85.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,530 | $85.9M | $4.0M | $5.5M |
| 2023 | 1,491 | $73.9M | $3.8M | $5.0M |
| 2022 | 1,272 | $59.5M | $3.1M | $4.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $261,178 | — | $261,178 |
| PRINCIPAL SECURITIES INC. | INVESTMENT ADVISORY | — | $75,350 | $75,350 |
| NEXUS ADMINISTRATORS, INC. | OTHER SERVICES | — | $25,000 | $25,000 |
| DZA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DZA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $361,528
- Estimated Expense Ratio: 0.421% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $130,952 | — | $72,044 | — | — |
| 2023 | $122,342 | — | $122,342 | — | — |
| 2022 | $233,953 | — | $233,953 | — | — |