Plan Snapshot
- Plan Sponsor: Enloe Medical Center
- Sponsor EIN: 941603784
- Sponsor Address: 1531 ESPLANADE, CHICO, CA, 959263310
- Plan Type: 401(k)
- Total Participants: 3,698
- Total Assets: $244.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,698 | $244.0M | $17.2M | $0 |
| 2023 | 3,295 | $217.9M | $15.9M | $0 |
| 2022 | 3,162 | $185.7M | $15.1M | $0 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $49,634 | — | $49,634 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $32,632 | — | $32,632 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,266
- Estimated Expense Ratio: 0.034% 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 | $82,266 | $49,634 | $300 | — | — |
| 2023 | $348,071 | $221,550 | — | — | — |
| 2022 | $380,275 | $253,843 | — | — | — |