Plan Snapshot
- Plan Sponsor: Sansum Clinic
- Sponsor EIN: 956419205
- Sponsor Address: 2200 RIVER PLAZA DRIVE, SACRAMENTO, CA, 95833
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 1,195 | $66.2M | $1.3M | $3.2M |
| 2023 | 1,180 | $67.1M | $1.6M | $4.2M |
| 2022 | 1,270 | $60.3M | $1.6M | $4.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 |
|---|---|---|---|---|---|
| 2025 | $30,361 | — | $30,361 | — | — |
| 2024 | $132,358 | — | $132,358 | — | — |
| 2023 | $132,863 | $4,232 | $128,631 | — | — |
| 2022 | $127,495 | $4,116 | $123,379 | — | — |