Council of Community Clinics DBA Health Center Partners of Southern Ca 403(b) match, vesting and fees
What Council of Community Clinics DBA Health Center Partners of Southern Ca's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Co of Am | Schedule C ↗ |
| Independent auditor | Wipfli (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Council of Community Clinics DBA Health Center Partners of Southern Ca: employer contribution per participant | $2,039 | |
| Peer median | $1,803 |
| Council of Community Clinics DBA Health Center Partners of Southern Ca: average balance | $77,121 | |
| Peer median | $48,934 |
| Council of Community Clinics DBA Health Center Partners of Southern Ca: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.5M at the end of plan year 2021 to $13.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 185 | $13.8M | $365K | $2,039 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 180 | $12M | $407K | $2,300 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 165 | $8.9M | $369K | $2,239 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 148 | $9.5M | $438K | $3,083 | 0.21% | Not published | 5500-SF ↗ |
Common questions
Does Council of Community Clinics DBA Health Center Partners of Southern Ca match 401(k) contributions?
The match terms for the Health Center Partners 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $365K in employer contributions, about $2,039 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Council of Community Clinics DBA Health Center Partners of Southern Ca 401(k) match vested?
The vesting schedule for the Health Center Partners 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Council of Community Clinics DBA Health Center Partners of Southern Ca 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co of Am. The plan administrator is Council of Community Clinics DBA Health Center Partners of Southern Ca.
I left Council of Community Clinics DBA Health Center Partners of Southern Ca. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Council of Community Clinics DBA Health Center Partners of Southern Ca, (619) 542-4300) or the recordkeeper, Empower Annuity Insurance Co of Am. The Council of Community Clinics DBA Health Center Partners of Southern Ca old 401(k) page lists the contacts from every plan filing. Find an old Council of Community Clinics DBA Health Center Partners of Southern Ca 401(k)
Data from the public Form 5500 annual reports Council of Community Clinics DBA Health Center Partners of Southern Ca filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Council of Community Clinics DBA Health Center Partners of Southern Ca. Not financial advice. Report a correction · Methodology