Plan Snapshot
- Plan Sponsor: San Diego Blood Bank
- Sponsor EIN: 951696732
- Sponsor Address: 3636 GATEWAY CENTER AVENUE, SAN DEIGO, CA, 92102
- Plan Type: 403(b)
- Total Participants: 329
- Total Assets: $17.8M
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 | 329 | $17.8M | $541,272 | $953,287 |
| 2023 | 333 | $16.2M | $387,080 | $983,094 |
| 2022 | 346 | $13.9M | $495,390 | $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 |
|---|---|---|---|---|
| NATIONWIDE | TRUST CUSTODIAN | $60,537 | — | $60,537 |
| PRUCO SECURITIES, LLC | INVESTMENT ADVISORY | — | $20,808 | $20,808 |
| NATIONAL BENEFIT SERVICES, LLC | TPA | $9,128 | $8,234 | $17,362 |
| MMA SECURITIES LLC | INVESTMENT ADVISORY | — | $13,438 | $13,438 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — TRUST CUSTODIAN
- 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: $112,145
- Estimated Expense Ratio: 0.631% 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 | $13,605 | — | $13,605 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |