Plan Snapshot
- Plan Sponsor: Family Health Centers Of San Diego
- Sponsor EIN: 952833205
- Sponsor Address: 823 GATEWAY CENTER WAY, SAN DIEGO, CA, 921024541
- Plan Type: 403(b)
- Total Participants: 2,546
- Total Assets: $174.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,546 | $174.8M | $5.9M | $14.3M |
| 2023 | 2,319 | $146.4M | $5.8M | $12.8M |
| 2022 | 2,201 | $113.3M | $4.8M | $11.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $268,689 | — | $268,689 |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | INVESTMENT ADVISORY | $99,938 | $62 | $100,000 |
| CBIZ CPAS P.C. | ACCOUNTANT | $7,757 | — | $7,757 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $376,446
- Estimated Expense Ratio: 0.215% 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 | $310,377 | $99,937 | $202,683 | $7,757 | — |
| 2023 | $293,674 | $74,958 | $217,204 | $1,512 | — |
| 2022 | $320,536 | — | $310,799 | — | $9,737 |