# Family Health Centers Of San Diego 403(b) Plan
Source: https://planprovider.pro/companies/family-health-centers-of-san-diego-403b-plan

> Family Health Centers Of San Diego's 403(b) plan: 2,546 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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