Plan Snapshot
- Plan Sponsor: Elica Health Centers
- Sponsor EIN: 371424390
- Sponsor Address: 1860 HOWE AVENUE SUITE 440, SACRAMENTO, CA, 95825
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 732
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 732 | $14.7M | $0 | $0 |
| 2024 | 631 | $10.7M | $818,452 | $1.8M |
| 2023 | 576 | $7.4M | $717,374 | $1.7M |
| 2022 | 539 | $4.7M | $594,443 | $1.4M |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURNCE CORPORATION | Recordkeeper | $40,736 | — | $40,736 |
| FARMER & BETTS, INC. | Recordkeeper | $8,625 | — | $8,625 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,361
- Estimated Expense Ratio: 0.336% 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 |
|---|---|---|---|---|---|
| 2025 | $1,255,202 | — | $53,703 | — | — |
| 2024 | $46,624 | — | $46,624 | — | — |
| 2023 | $33,124 | — | $33,124 | — | — |
| 2022 | $26,691 | — | $26,691 | — | — |