Plan Snapshot
- Plan Sponsor: Hughson Samaritan Village
- Sponsor EIN: 460469127
- Sponsor Address: 7700 FOX ROAD, HUGHSON, CA, 95326
- Plan Type: 403(b)
- Total Participants: 177
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 177 | $1.4M | $46,443 | $101,402 |
| 2023 | 160 | $1.3M | $43,158 | $114,551 |
| 2022 | 158 | $1.0M | $50,000 | $127,412 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | RECORDKEEPER | $12,883 | — | $12,883 |
| ATHERTON & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,883
- Estimated Expense Ratio: 0.943% 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 | $16,961 | — | $16,961 | — | — |
| 2023 | $16,159 | — | $16,159 | — | — |
| 2022 | $13,402 | — | — | — | $13,402 |