# Siskiyou Community Health Center 403(b) Plan
Source: https://planprovider.pro/companies/siskiyou-community-health-center-403b-plan

> Siskiyou Community Health Center's 403(b) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Siskiyou Community Health Center

- **Sponsor EIN:** 930628804

- **Sponsor Address:** 1701 NW HAWTHORNE AVE, GRANTS PASS, OR, 975261400

- **Plan Type:** 403(b)

- **Total Participants:** 238

- **Total Assets:** $17.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|238|$17.1M|$566,553|$1.2M|

| 2023|228|$14.0M|$493,674|$1.0M|

| 2022|210|$11.4M|$447,148|$914,054|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$104,670|—|$104,670|

| INDEPENDENT FINANCIAL GROUP LLC|INVESTMENT ADVISORY|—|$51,468|$51,468|

| DZA PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DZA PLLC](https://planprovider.pro/provider/dza-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $156,138

- **Estimated Expense Ratio:** 0.911% 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|$104,670|—|$104,670|—|—|

| 2023|$82,600|—|$82,600|—|—|

| 2022|$76,274|—|$76,274|—|—|

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