Plan Snapshot
- Plan Sponsor: Enloe Medical Center
- Sponsor EIN: 941603784
- Sponsor Address: 1531 ESPLANADE, CHICO, CA, 959263310
- Plan Type: 403(b)
- Total Participants: 4,107
- Total Assets: $402.8M
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 | 4,107 | $402.8M | $0 | $33.7M |
| 2023 | 3,890 | $358.5M | $0 | $30.6M |
| 2022 | 3,728 | $303.5M | $0 | $28.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $82,457 | — | $82,457 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $76,161 | — | $76,161 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- 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: $158,618
- Estimated Expense Ratio: 0.039% 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 | $158,618 | $76,161 | $300 | — | — |
| 2023 | $565,978 | $341,605 | — | — | — |
| 2022 | $618,885 | $393,288 | — | — | — |