Plan Snapshot
- Plan Sponsor: Community Health Center Network
- Sponsor EIN: 943253662
- Sponsor Address: 101 CALLAN AVE, SAN LEANDRO, CA, 945774500
- Plan Type: 403(b)
- Total Participants: 126
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 126 | $12.4M | $538,512 | $998,291 |
| 2023 | 126 | $10.2M | $445,639 | $772,822 |
| 2022 | 126 | $8.1M | $395,829 | $716,151 |
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 |
|---|---|---|---|---|
| JWT & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $9,223 | — | $6,443 | — | — |
| 2023 | $16,857 | — | $15,452 | — | — |
| 2022 | $9,683 | — | $9,683 | — | — |