# Transitions - Mental Health Association 403(b) Plan
Source: https://planprovider.pro/companies/transitions-mental-health-association-403b-plan

> Transitions - Mental Health Association's 403(b) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Transitions - Mental Health Association

- **Sponsor EIN:** 953509040

- **Sponsor Address:** P.O. BOX 15408, SAN LUIS OBISPO, CA, 93406

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

- **Total Participants:** 239

- **Total Assets:** $9.7M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|239|$9.7M|$405,881|$591,171|

| 2023|243|$8.3M|$341,248|$504,533|

| 2022|177|$6.7M|$307,198|$444,728|

## 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|

| CALIFORNIA PENSION ADMIN|THIRD PARTY ADMIN|$15,531|—|$15,531|

| MATRIX SETTLEMENT AND CLEARING|CUSTODIAN|$7,227|—|$7,227|

| CALIBER AUDIT & ATTEST LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MATRIX SETTLEMENT AND CLEARING](https://planprovider.pro/provider/aspire-financial-services) — CUSTODIAN

- [CALIBER AUDIT & ATTEST LLP](https://planprovider.pro/provider/caliber-audit-and-attest-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,758

- **Estimated Expense Ratio:** 0.235% 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|$22,882|—|$15,531|—|—|

| 2023|$9,036|—|$3,911|—|—|

| 2022|$12,191|—|$3,857|—|—|

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