Plan Snapshot
- Plan Sponsor: San Diego Hebrew Homes
- Sponsor EIN: 951455284
- Sponsor Address: 211 SAXONY RD, ENCINITAS, CA, 92024
- Plan Type: 403(b)
- Total Participants: 276
- Total Assets: $8.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 276 | $8.8M | $0 | $527,703 |
| 2023 | 253 | $9.2M | $159,834 | $510,056 |
| 2022 | 249 | $7.8M | $253,414 | $543,225 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $5,782 | $22,868 | $28,650 |
| COMMONWEALTH FINANCIAL NETWO | NONE | — | $24,304 | $24,304 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWO — NONE
- 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: $52,954
- Estimated Expense Ratio: 0.605% 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 | $3,832 | — | $3,832 | — | — |
| 2023 | $3,376 | — | $3,376 | — | — |
| 2022 | $3,757 | — | $3,757 | — | — |