# Hughson Samaritan Village 403(b) Plan
Source: https://planprovider.pro/companies/hughson-samaritan-village-plan

> Hughson Samaritan Village's 403(b) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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