Plan Snapshot
- Plan Sponsor: Community Health Group
- Sponsor EIN: 953766170
- Sponsor Address: 2420 FENTON STREET, STE. 100, CHULA VISTA, CA, 91914
- Plan Type: 401(k)
- Total Participants: 475
- Total Assets: $29.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 475 | $29.1M | $1.5M | $1.5M |
| 2023 | 404 | $24.2M | $1.4M | $1.3M |
| 2022 | 351 | $19.4M | $1.2M | $1.3M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | ADVISOR | $86,342 | — | $86,342 |
| PCS RETIREMENT, LLC | CONTRACT ADMINISTRATOR | $57,835 | — | $57,835 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT, LLC — CONTRACT ADMINISTRATOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,177
- Estimated Expense Ratio: 0.496% 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 | $143,634 | — | $143,634 | — | — |
| 2023 | $129,391 | — | $129,391 | — | — |
| 2022 | $121,444 | — | $121,444 | — | — |