# Santa Cruz Community Health Centers 401(k) Plan
Source: https://planprovider.pro/companies/santa-cruz-community-health-centers-401k-plan

> Santa Cruz Community Health Centers's 401(k) plan: 248 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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