Plan Snapshot
- Plan Sponsor: Sbcs
- Sponsor EIN: 952693142
- Sponsor Address: 430 F STREET, CHULA VISTA, CA, 91910
- Plan Type: 403(b)
- Total Participants: 400
- Total Assets: $26.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 400 | $26.9M | $1.4M | $1.9M |
| 2023 | 456 | $23.2M | $1.4M | $1.7M |
| 2022 | 370 | $18.5M | $1.3M | $1.6M |
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 |
|---|---|---|---|---|
| LEAF & COLE, 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 | $75,010 | — | $75,010 | — | — |
| 2023 | $70,859 | — | $70,859 | — | — |
| 2022 | $51,869 | — | $51,869 | — | — |