# Petaluma Health Center 401(k) Plan
Source: https://planprovider.pro/companies/petaluma-health-center-401k-plan

> Petaluma Health Center's 401(k) plan: 499 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Petaluma Health Center

- **Sponsor EIN:** 680437840

- **Sponsor Address:** 1016 CLEGG COURT, PETALUMA, CA, 94954

- **Plan Type:** 401(k)

- **Total Participants:** 499

- **Total Assets:** $41.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|499|$41.0M|$1.8M|$2.5M|

| 2023|542|$33.9M|$1.8M|$2.5M|

| 2022|534|$25.8M|$1.5M|$2.2M|

## 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|

| NH HICKS|CONTRACT ADMIN|$14,188|—|$14,188|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,188

- **Estimated Expense Ratio:** 0.035% 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|$13,694|—|—|—|—|

| 2023|$18,705|—|$18,705|—|—|

| 2022|$6,193|—|$6,193|—|—|

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