# Clinica Sierra Vista DC Plan
Source: https://planprovider.pro/companies/clinica-sierra-vista-plan-001

> Clinica Sierra Vista's DC plan: 1,530 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/clinica-sierra-vista-plan-001)

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