Plan Snapshot
- Plan Sponsor: Sacramento Basketball Holdings
- Sponsor EIN: 462541739
- Sponsor Address: 500 DAVID J STERN WALK, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 609
- Total Assets: $44.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 609 | $44.3M | $1.4M | $2.9M |
| 2023 | 496 | $36.7M | $1.3M | $2.5M |
| 2022 | 263 | $26.5M | $980,155 | $1.9M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $66,163 | — | $66,163 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,163
- Estimated Expense Ratio: 0.149% 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 | $9,238 | — | $9,238 | — | — |
| 2023 | $13,473 | — | $13,473 | — | — |
| 2022 | $17,668 | — | $17,668 | — | — |