Plan Snapshot
- Plan Sponsor: Sansum Santa Barbara Medical Clinic, INC.
- Sponsor EIN: 952855614
- Sponsor Address: 470 SOUTH PATTERSON AVENUE, SANTA BARBARA, CA, 931112404
- Plan Type: DC
- Total Participants: 241
- Total Assets: $235.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 241 | $235.8M | $5.4M | $4.3M |
| 2023 | 230 | $204.9M | $5.0M | $4.1M |
| 2022 | 222 | $184.5M | $4.9M | $3.7M |
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 |
|---|---|---|---|---|
| HUTCHINSON AND BLOODGOOD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTCHINSON AND BLOODGOOD 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 |
|---|---|---|---|---|---|
| 2024 | $830,825 | $580,471 | $245,698 | — | — |
| 2023 | $795,378 | $508,450 | $282,371 | — | — |
| 2022 | $660,441 | $469,131 | $185,555 | — | — |