# Sansum Santa Barbara Medical Clinic, INC. DC Plan
Source: https://planprovider.pro/companies/sansum-santa-barbara-medical-clinic-inc-plan-001

> Sansum Santa Barbara Medical Clinic, INC.'s DC plan: 241 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MORGAN STANLEY|NONE|$297,719|—|$297,719|

| ONEAMERICA RETIREMENT SERVICES, LLC|NONE|$245,698|—|$245,698|

| DONNELLY WEALTH ADVISORS|NONE|$60,559|—|$60,559|

| MERRILL LYNCH|NONE|$39,891|—|$39,891|

| LAUREL WEALTH ADVISORS|NONE|$35,407|—|$35,407|

| MISSION WEALTH|NONE|$30,466|—|$30,466|

| LHA CAPITAL PARTNERS|NONE|$29,326|—|$29,326|

| BEACON POINTE|NONE|$27,825|—|$27,825|

| ENVESTNET ASSET MANAGEMENT, INC|NONE|$24,588|—|$24,588|

| MERCER GLOBAL ADVISORS, INC.|NONE|$21,842|—|$21,842|

| INTEGRITY WEALTH ADVISORS|NONE|$19,268|—|$19,268|

| CHARLES SCHWAB & CO, INC,|NONE|$12,642|—|$12,642|

| BRIDGEWATER WEALTH MGMT LLC|NONE|$12,237|—|$12,237|

| OMEGA FINANCIAL GROUP|NONE|$11,814|—|$11,814|

| COMMONWEALTH EQUITY SERVICES|NONE|$11,208|—|$11,208|

| ARLINGTON FINANCIAL|NONE|$10,345|—|$10,345|

| JP MORGAN WEALTH MANAGEMENT|NONE|$6,379|—|$6,379|

| PAINTED PORCH ADVISORS LLC|NONE|$6,081|—|$6,081|

| HUTCHINSON AND BLOODGOOD LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — NONE

- [CHARLES SCHWAB & CO, INC,](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [COMMONWEALTH EQUITY SERVICES](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

- [HUTCHINSON AND BLOODGOOD LLP](https://planprovider.pro/provider/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:** $903,295

- **Estimated Expense Ratio:** 0.383% 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|$830,825|$580,471|$245,698|—|—|

| 2023|$795,378|$508,450|$282,371|—|—|

| 2022|$660,441|$469,131|$185,555|—|—|

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