# Northbay Healthcare Corporation 403(b) Plan
Source: https://planprovider.pro/companies/northbay-healthcare-corporation-403b-plan

> Northbay Healthcare Corporation's 403(b) plan: 2,769 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northbay Healthcare Corporation

- **Sponsor EIN:** 680046750

- **Sponsor Address:** 4500 BUSINESS CENTER DRIVE, FAIRFIELD, CA, 945346888

- **Plan Type:** 403(b)

- **Total Participants:** 2,769

- **Total Assets:** $500.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|2,769|$500.8M|$11.0M|$25.0M|

| 2023|2,645|$454.5M|$10.3M|$22.5M|

| 2022|2,504|$404.3M|$10.1M|$21.4M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$759,866|—|$759,866|

| MORNINGSTAR|ADVISORY|$337,027|—|$337,027|

| SAGEVIEW ADVISORY GROUP, LLC|ADVISORY|$213,803|—|$213,803|

| FABER HASS HURLEY LLP|AUDITOR|$18,805|—|$18,805|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — ADVISORY

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — ADVISORY

- [FABER HASS HURLEY LLP](https://planprovider.pro/provider/farber-hass-hurley-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,329,501

- **Estimated Expense Ratio:** 0.265% 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|$1,329,501|$550,830|$759,866|$18,805|—|

| 2023|$1,189,141|—|$1,156,100|$29,286|—|

| 2022|$715,978|$25,108|$690,870|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northbay-healthcare-corporation-403b-plan)

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