Plan Snapshot
- Plan Sponsor: Santa Rosa Community Health Centers
- Sponsor EIN: 680365296
- Sponsor Address: 120 STONY POINT ROAD SUITE 200, SANTA ROSA, CA, 95401
- Plan Type: DC
- Total Participants: 321
- Total Assets: $34.2M
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 | 321 | $34.2M | $1.3M | $1.9M |
| 2023 | 617 | $28.8M | $1.2M | $1.9M |
| 2022 | 283 | $23.1M | $1.1M | $1.8M |
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 |
|---|---|---|---|---|
| EXCHANGE BANK | NONE | $7,600 | — | $7,600 |
| JWT & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,600
- Estimated Expense Ratio: 0.022% 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 | $7,600 | — | — | — | — |
| 2023 | $4,210 | — | — | — | — |
| 2022 | $4,660 | — | — | — | — |