# St. Joseph Center 403(b) Plan
Source: https://planprovider.pro/companies/st-joseph-center-403b-plan

> St. Joseph Center's 403(b) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** St. Joseph Center

- **Sponsor EIN:** 953874381

- **Sponsor Address:** 204 HAMPTON DRIVE, VENICE, CA, 90291

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

- **Total Participants:** 320

- **Total Assets:** $5.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|320|$5.2M|$490,440|$417,007|

| 2023|472|$4.1M|$506,157|$436,425|

| 2022|493|$3.3M|$506,157|$552,252|

## 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|

| NATIONWIDE|NONE|$22,314|—|$22,314|

| TRANSAMERICA FINANCIAL ADVISORS INC|NONE|—|$21,076|$21,076|

| PROACCOUNT|NONE|$10,692|—|$10,692|

| GREEN HASSON & JANKS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — NONE

- [TRANSAMERICA FINANCIAL ADVISORS INC](https://planprovider.pro/provider/transamerica) — NONE

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — NONE

- [GREEN HASSON & JANKS LLP](https://planprovider.pro/provider/green-hasson-and-janks-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,082

- **Estimated Expense Ratio:** 1.047% 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|$32,265|—|—|—|—|

| 2023|$37,685|—|—|—|—|

| 2022|—|—|—|—|—|

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