# Houchin Community Blood Bank 403(b) Plan
Source: https://planprovider.pro/companies/houchin-community-blood-bank-403b-plan

> Houchin Community Blood Bank's 403(b) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/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|—|—|

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