Plan Snapshot
- Plan Sponsor: San Diego Family Care
- Sponsor EIN: 952700856
- Sponsor Address: 6973 LINDA VISTA ROAD, SAN DIEGO, CA, 921116339
- Plan Type: 403(b)
- Total Participants: 303
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 303 | $22.0M | $367,574 | $1.3M |
| 2023 | 293 | $18.3M | $322,584 | $996,850 |
| 2022 | 268 | $15.5M | $322,557 | $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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $52,471 | — | $52,471 | — | — |
| 2023 | $2,186 | — | $2,186 | — | — |
| 2022 | $508 | — | $508 | — | — |