# Enloe Medical Center 401(k) Plan
Source: https://planprovider.pro/companies/enloe-medical-center-401k-plan

> Enloe Medical Center's 401(k) plan: 3,698 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/enloe-medical-center-401k-plan)

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