Plan Snapshot
- Plan Sponsor: Community Memorial Health System
- Sponsor EIN: 951683892
- Sponsor Address: 147 N. BRENT AVENUE, VENTURA, CA, 93003
- Plan Type: 403(b)
- Total Participants: 3,366
- Total Assets: $453.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 3,366 | $453.8M | $7.1M | $27.2M |
| 2023 | 3,133 | $389.9M | $6.6M | $24.8M |
| 2022 | 3,307 | $324.7M | $7.8M | $23.5M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $152,233 | — | $152,233 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $148,078 | — | $148,078 |
| FARBER HASS | ACCOUNTANT/AUDITOR | $23,214 | — | $23,214 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FARBER HASS — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $323,525
- Estimated Expense Ratio: 0.071% 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 | $322,154 | — | $300 | $23,214 | — |
| 2023 | $380,509 | $111,029 | $600 | $19,061 | — |
| 2022 | $558,059 | — | — | — | — |