Plan Snapshot
- Plan Sponsor: Dameron Hospital Association
- Sponsor EIN: 941201197
- Sponsor Address: 525 W. ACACIA STREET, STOCKTON, CA, 95203
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 649
- Total Assets: $78.1M
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 | 649 | $78.1M | $1.0M | $2.2M |
| 2023 | 594 | $76.9M | $861,123 | $1.8M |
| 2022 | 585 | $72.5M | $911,539 | $1.9M |
| 2021 | 649 | $80.2M | $966,697 | $2.1M |
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 |
|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE | Recordkeeper | $49,323 | — | $49,323 |
| VALIC RETIREMENT SERVICES CO. | Other Service Provider | $13,037 | — | $13,037 |
| NEW YORK LIFE INSURANCE & ANNUITY | Other Service Provider | $8,329 | — | $8,329 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VARIABLE ANNUITY LIFE INSURANCE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,689
- Estimated Expense Ratio: 0.091% 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 | $70,689 | — | — | — | — |
| 2023 | $70,103 | — | — | — | — |
| 2022 | $66,392 | — | $58,209 | — | — |
| 2021 | $77,707 | — | $69,947 | — | — |