# Vista Community Clinic 403(b) Plan
Source: https://planprovider.pro/companies/vista-community-clinic-952815615-001

> Vista Community Clinic's 403(b) plan: 976 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vista Community Clinic

- **Sponsor EIN:** 952815615

- **Sponsor Address:** 1000 VALE TERRACE DR., VISTA, CA, 920845218

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

- **Plan Number:** 001

- **Total Participants:** 976

- **Total Assets:** $41.9M

## 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|976|$41.9M|$1.5M|$3.6M|

| 2023|927|$34.8M|$1.3M|$3.1M|

| 2022|871|$27.0M|$1.1M|$2.6M|

## 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|

| LINCOLN NATIONAL CORPORATION|Recordkeeper|$73,718|—|$73,718|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,718

- **Estimated Expense Ratio:** 0.176% 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|$73,718|—|$73,718|—|—|

| 2023|$59,828|—|$59,828|—|—|

| 2022|$72,752|$13,392|$59,360|—|—|

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