# South County Community Health Center, INC. Dba 403(b) Plan
Source: https://planprovider.pro/companies/south-county-community-health-center-inc-dba-403b-plan

> South County Community Health Center, INC. Dba's 403(b) plan: 358 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** South County Community Health Center, INC. Dba

- **Sponsor EIN:** 943372130

- **Sponsor Address:** 1885 BAY ROAD, EAST PALO ALTO, CA, 94303

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

- **Total Participants:** 358

- **Total Assets:** $20.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|358|$20.3M|$705,190|$1.3M|

| 2023|329|$17.9M|$636,311|$1.2M|

| 2022|320|$14.6M|$453,915|$1.1M|

## 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|

| WESPAC PLAN SERVICES, LLC|NONE|$10,639|—|$10,639|

| HARSHWAL % COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HARSHWAL % COMPANY, LLP](https://planprovider.pro/provider/harshwal-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,639

- **Estimated Expense Ratio:** 0.052% 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|$10,638|—|—|—|—|

| 2023|$9,361|—|—|—|—|

| 2022|$5,635|—|—|—|—|

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