# San Diego Blood Bank 403(b) Plan
Source: https://planprovider.pro/companies/san-diego-blood-bank-403b-plan

> San Diego Blood Bank's 403(b) plan: 329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — TRUST CUSTODIAN

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|—|—|

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