Plan Snapshot
- Plan Sponsor: Houchin Community Blood Bank
- Sponsor EIN: 951726412
- Sponsor Address: 11515 BOLTHOUSE DRIVE, BAKERSFIELD, CA, 93311
- Plan Type: 403(b)
- Total Participants: 96
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 96 | $4.2M | $98,088 | $367,112 |
| 2023 | 93 | $4.7M | $119,495 | $338,919 |
| 2022 | 98 | $4.8M | $155,889 | $384,830 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $23,181 | — | $23,181 |
| SECURITIES AMERICA ADVISORS, INC. | NONE | $10,958 | — | $10,958 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,139
- Estimated Expense Ratio: 0.815% 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 | $34,139 | $10,958 | $23,181 | — | — |
| 2023 | $31,106 | $9,362 | $21,744 | — | — |
| 2022 | $13,601 | — | $13,601 | — | — |