# Donor Network West 403(b) Plan
Source: https://planprovider.pro/companies/donor-network-west-403b-plan

> Donor Network West's 403(b) plan: 440 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Donor Network West

- **Sponsor EIN:** 943062436

- **Sponsor Address:** 12667 ALCOSTA BLVD, SUITE 500, SAN RAMON, CA, 94583

- **Plan Type:** 403(b)

- **Total Participants:** 440

- **Total Assets:** $57.7M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|440|$57.7M|$2.4M|$3.5M|

| 2023|439|$51.4M|$2.2M|$3.3M|

| 2022|404|$42.6M|$1.9M|$3.0M|

## 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|

| LINCOLN NATIONAL CORPORATION|PLAN ADMINISTRATOR|$128,719|—|$128,719|

| PENSIONMARK FINANCIAL GROUP|INVESTMENT ADVISOR|$74,361|—|$74,361|

| PEERY & ASSOCIATES, INC.|THIRD PARTY ADMINISTRATO|$11,750|—|$11,750|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — PLAN ADMINISTRATOR

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $214,830

- **Estimated Expense Ratio:** 0.372% 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|$141,293|—|—|—|—|

| 2023|$117,571|—|—|—|—|

| 2022|$102,016|—|—|—|—|

## Similar Plans

- [Blood Bank Of San Bernardino And Riverside Counties Dba Lifestream](https://planprovider.pro/companies/blood-bank-of-san-bernardino-and-riverside-counties-dba-lifestream-401k-plan) — 427 participants

- [Onelegacy](https://planprovider.pro/companies/onelegacy-403b-plan) — 467 participants

- [Tmb Management INC Dba Savas Health](https://planprovider.pro/companies/tmb-management-inc-dba-savas-health-plan) — 387 participants

- [San Diego Blood Bank](https://planprovider.pro/companies/san-diego-blood-bank-403b-plan) — 329 participants

- [Hall Ambulance Service INC.](https://planprovider.pro/companies/hall-ambulance-service-inc-401k-plan) — 327 participants

- [North County Health Project, INC.](https://planprovider.pro/companies/north-county-health-project-inc-plan-001) — 815 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/donor-network-west-403b-plan)

© 2026 PlanProvider.Pro