# Community Memorial Health System 403(b) Plan
Source: https://planprovider.pro/companies/community-memorial-health-system-403b-plan

> Community Memorial Health System's 403(b) plan: 3,366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FARBER HASS](https://planprovider.pro/provider/farber-hass-hurley-llp) — 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|—|—|—|—|

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