# Dameron Hospital Association 403(b) Plan
Source: https://planprovider.pro/companies/dameron-hospital-association-941201197-002

> Dameron Hospital Association's 403(b) plan: 649 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/corebridge-financial) — 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|—|—|

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