Plan Snapshot
- Plan Sponsor: Santa Barbara Neighborhood Clinics
- Sponsor EIN: 770496382
- Sponsor Address: 414 EAST COTA STREET, 1ST FLOOR, SANTA BARBARA, CA, 93101
- Plan Type: 403(b)
- Total Participants: 203
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 203 | $6.7M | $287,155 | $505,954 |
| 2023 | 178 | $5.9M | $254,536 | $472,981 |
| 2022 | 160 | $4.9M | $207,164 | $474,777 |
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 | $575 | — | $575 | — | — |
| 2023 | $375 | — | $375 | — | — |
| 2022 | $453 | — | $453 | — | — |