# Omni Family Health 403(b) Plan
Source: https://planprovider.pro/companies/omni-family-health-403b-plan

> Omni Family Health's 403(b) plan: 917 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NATIONWIDE|TRUST CUSTODIAN|$211,575|—|$211,575|

| RAYMOND JAMES FIN SERV ADVISOR|BROKER|$124,008|—|$124,008|

| NEXUS ADMINISTRATORS, INC.|CONTRACT ADMINISTRATOR|$14,850|—|$14,850|

| JWT & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — TRUST CUSTODIAN

- [RAYMOND JAMES FIN SERV ADVISOR](https://planprovider.pro/provider/raymond-james-financial-inc) — BROKER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $350,433

- **Estimated Expense Ratio:** 0.880% 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|$278,321|—|—|—|—|

| 2023|$351,778|—|$11,850|—|—|

| 2022|$324,436|$312,268|$12,168|—|—|

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