Healthy Community Forum For The Greater Sacramento Region Dba Sacramen 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Healthy Community Forum For The Greater Sacramento Region Dba Sacramen
  • Sponsor EIN: 680377256
  • Sponsor Address: 819 19TH STREET, SACRAMENTO, CA, 95811
  • Plan Type: 403(b)
  • Total Participants: 163
  • Total Assets: $2.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024163$2.8M$304,215$354,213
2023168$2.0M$293,515$269,834
202264$1.2M$97,459$208,091

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