# Encompass Community Services 403(b) Plan
Source: https://planprovider.pro/companies/encompass-community-services-237275290-002

> Encompass Community Services's 403(b) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Encompass Community Services

- **Sponsor EIN:** 237275290

- **Sponsor Address:** 380 ENCINAL STREET, SUITE 200, SANTA CRUZ, CA, 95060

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

- **Plan Number:** 002

- **Total Participants:** 341

- **Total Assets:** $7.7M

## 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.|

| 2024|341|$7.7M|$92,964|$338,079|

| 2023|368|$7.1M|$86,517|$372,534|

| 2022|347|$5.9M|$20,334|$376,063|

## 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|

| JWT & ASSOCIATES, LLP|Auditor|—|—|$0|

## 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|$147|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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