Plan Snapshot
- Plan Sponsor: Santa Cruz Community Health Centers
- Sponsor EIN: 237428303
- Sponsor Address: 125 WATER STREET SUITE A2, SANTA CRUZ, CA, 95060
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 248 | $9.8M | $365,187 | $1.2M |
| 2023 | 225 | $8.2M | $300,467 | $1.0M |
| 2022 | 192 | $6.0M | $237,060 | $832,078 |
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 |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | — | — | $0 |
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 | $10,587 | — | $10,587 | — | — |
| 2023 | $7,274 | — | $7,274 | — | — |
| 2022 | $12,236 | — | $12,236 | — | — |