# Enloe Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/enloe-medical-center-403b-plan

> Enloe Medical Center's 403(b) plan: 4,107 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:** 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [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:** $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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/enloe-medical-center-403b-plan)

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