Plan Snapshot
- Plan Sponsor: Community Hospitals Of Central California
- Sponsor EIN: 942864615
- Sponsor Address: PO BOX 1232, FRESNO, CA, 93715
- Plan Type: 403(b)
- Total Participants: 10,887
- Total Assets: $673.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 10,887 | $673.3M | $22.1M | $54.8M |
| 2023 | 10,182 | $556.9M | $18.8M | $49.7M |
| 2022 | 9,949 | $438.9M | $15.8M | $44.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $677,624 | — | $677,624 |
| UBS FINANCIAL SERVICES, INC | ADVISOR | $118,527 | — | $118,527 |
| MOSS ADAMS | AUDITOR | $46,453 | — | $46,453 |
| BAKER TILLY US, LLP | Auditor | $46,453 | — | $46,453 |
| REGENCY INVESTMENT ADVISORS INC | SECURITIES BROKER | $10,299 | — | $10,299 |
| PATHWAYS ADVISORY GROUP INC | SECURITIES BROKER | $8,826 | — | $8,826 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- UBS FINANCIAL SERVICES, INC — ADVISOR
- MOSS ADAMS — AUDITOR
- BAKER TILLY US, LLP — Auditor
- REGENCY INVESTMENT ADVISORS INC — SECURITIES BROKER
- PATHWAYS ADVISORY GROUP INC — SECURITIES BROKER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $908,182
- Estimated Expense Ratio: 0.135% 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 | $864,043 | $139,966 | — | $46,453 | — |
| 2023 | $619,953 | $109,546 | — | $17,545 | — |
| 2022 | $604,162 | $97,171 | — | — | $17,438 |