Plan Snapshot
- Plan Sponsor: Council Of Community Clinics Dba Health Center Partners Of Southern Ca
- Sponsor EIN: 953008850
- Sponsor Address: 3710 RUFFIN ROAD, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 133 | $13.8M | $364,969 | $1.3M |
| 2023 | 133 | $12.0M | $407,070 | $1.1M |
| 2022 | 117 | $8.9M | $369,384 | $1.0M |
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 |
|---|---|---|---|---|
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — 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 | $35,853 | — | $35,853 | — | — |
| 2023 | $27,454 | — | $27,454 | — | — |
| 2022 | $21,714 | — | $21,714 | — | — |