Plan Snapshot
- Plan Sponsor: Sacramento Children'S Home, INC.
- Sponsor EIN: 941156588
- Sponsor Address: 2750 SUTTERVILLE ROAD, SACRAMENTO, CA, 95820
- Plan Type: 403(b)
- Total Participants: 276
- Total Assets: $13.0M
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 | 276 | $13.0M | $374,164 | $1.2M |
| 2023 | 278 | $11.0M | $323,185 | $1.0M |
| 2022 | 268 | $8.7M | $311,112 | $1.0M |
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 | $53,544 | $2,879 | $56,423 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | NONE | $27,954 | — | $27,954 |
| GILBERT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ONEDIGITAL INVESTMENT ADVISORS LLC — NONE
- GILBERT CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,377
- Estimated Expense Ratio: 0.651% 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 | $81,603 | $27,954 | $53,649 | — | — |
| 2023 | $68,412 | — | $68,412 | — | — |
| 2022 | $60,022 | — | $60,022 | — | — |