Plan Snapshot
- Plan Sponsor: Sacramento Native American Health Center, INC.
- Sponsor EIN: 204287737
- Sponsor Address: 2020 J STREET, SACRAMENTO, CA, 95811
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $6.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 206 | $6.3M | $405,787 | $735,101 |
| 2023 | 224 | $5.2M | $348,899 | $632,441 |
| 2022 | 208 | $3.9M | $309,979 | $574,624 |
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 |
|---|---|---|---|---|
| BIDWELL CONSULTING SERVICES, INC | TPA | $38,480 | — | $38,480 |
| ASCENSUS, LLC | RECORDKEEPER | $28,986 | — | $28,986 |
| BFBA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS, LLC — RECORDKEEPER
- BFBA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,466
- Estimated Expense Ratio: 1.063% 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 | $67,516 | $50 | — | — | — |
| 2023 | $73,047 | $50 | — | — | — |
| 2022 | $70,040 | — | $38,690 | — | $31,350 |