# Santa Rosa Community Health Centers DC Plan
Source: https://planprovider.pro/companies/santa-rosa-community-health-centers-plan-001

> Santa Rosa Community Health Centers's DC plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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