# One Degree 403(b) Plan
Source: https://planprovider.pro/companies/the-center-to-promote-healthcare-access-inc-403b-plan

> One Degree's 403(b) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** One Degree

- **Sponsor EIN:** 593831966

- **Sponsor Address:** 360 GRAND AVE, OAKLAND, CA, 94610

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

- **Total Participants:** 9

- **Total Assets:** $8.1M

## 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|9|$8.1M|$64,461|$143,584|

| 2023|24|$8.7M|$100,037|$266,095|

| 2022|28|$9.2M|$154,202|$378,885|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$44,877|$811|$45,688|

| WESTHILL FINANCIAL ADVISORS, INC|NONE|$19,811|—|$19,811|

| STOCKMAN, KAST RYAN & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [STOCKMAN, KAST RYAN & COMPANY, LLP](https://planprovider.pro/provider/stockman-kast-ryan-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,499

- **Estimated Expense Ratio:** 0.809% 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|$64,808|$19,811|$44,997|—|—|

| 2023|$54,522|$16,814|$37,708|—|—|

| 2022|$3,732|—|$3,732|—|—|

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