Plan Snapshot
- Plan Sponsor: Cottage Health
- Sponsor EIN: 770431902
- Sponsor Address: PO BOX 689, SANTA BARBARA, CA, 93105
- Plan Type: 403(b)
- Total Participants: 1,988
- Total Assets: $67.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,988 | $67.0M | $0 | $10.6M |
| 2023 | 2,102 | $52.0M | $0 | $10.1M |
| 2022 | 2,275 | $35.0M | $0 | $9.5M |
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 |
|---|---|---|---|---|
| ERNST AND YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST AND YOUNG — Auditor
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 | $96,929 | $28,803 | — | — | — |
| 2023 | $89,456 | $20,279 | — | — | — |
| 2022 | $84,312 | $13,462 | — | — | — |