# San Diego Hebrew Homes 403(b) Plan
Source: https://planprovider.pro/companies/san-diego-hebrew-homes-403b-plan

> San Diego Hebrew Homes's 403(b) plan: 276 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 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](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

- [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:** $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|—|—|

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