# Sac Health System 403(b) Plan
Source: https://planprovider.pro/companies/sac-health-system-403b-plan

> Sac Health System's 403(b) plan: 691 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sac Health System

- **Sponsor EIN:** 330664371

- **Sponsor Address:** 250 S G STREET, SAN BERNARDINO, CA, 92410

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

- **Total Participants:** 691

- **Total Assets:** $25.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|691|$25.1M|$2.9M|$1.8M|

| 2023|625|$20.7M|$2.6M|$1.3M|

| 2022|562|$14.6M|$2.1M|$978,399|

## 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|$114,402|—|$114,402|

| BURNHAM GIBSON WEALTH ADVISORS|ADVISOR|$83,800|—|$83,800|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### 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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $198,202

- **Estimated Expense Ratio:** 0.791% 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|$198,202|$83,800|$114,402|—|—|

| 2023|$184,039|—|$184,039|—|—|

| 2022|$72,013|—|$72,013|—|—|

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