Plan Snapshot
- Plan Sponsor: Omni Family Health
- Sponsor EIN: 953218000
- Sponsor Address: 4900 CALIFORNIA AVENUE, SUITE 400 B, BAKERSFIELD, CA, 93309
- Plan Type: 403(b)
- Total Participants: 917
- Total Assets: $39.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 917 | $39.8M | $2.5M | $2.1M |
| 2023 | 954 | $33.9M | $2.3M | $1.9M |
| 2022 | 911 | $26.5M | $2.1M | $1.7M |
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 |
|---|---|---|---|---|
| JWT & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $278,321 | — | — | — | — |
| 2023 | $351,778 | — | $11,850 | — | — |
| 2022 | $324,436 | $312,268 | $12,168 | — | — |