Sansum Santa Barbara Medical Clinic 401(k) match, vesting and fees
What Sansum Santa Barbara Medical Clinic's 401(k) 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 | Oneamerica Retirement Services, LLC | Schedule C ↗ |
| Independent auditor | Hutchinson and Bloodgood LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Sansum Santa Barbara Medical Clinic: employer contribution per participant | $17,064 | |
| Peer median | $1,468 |
| Sansum Santa Barbara Medical Clinic: average balance | $743,841 | |
| Peer median | $37,786 |
| Sansum Santa Barbara Medical Clinic: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.39% |
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 $224M at the end of plan year 2021 to $236M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 345 | $236M | $5.4M | $17,064 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 323 | $205M | $5M | $16,574 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 304 | $185M | $4.9M | $16,464 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 306 | $224M | $4.5M | $15,036 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Sansum Santa Barbara Medical Clinic match 401(k) contributions?
The match terms for the Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $5.4M in employer contributions, about $17,064 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sansum Santa Barbara Medical Clinic 401(k) match vested?
The vesting schedule for the Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sansum Santa Barbara Medical Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services, LLC. The plan administrator is Sansum Santa Barbara Medical Clinic, Inc..
I left Sansum Santa Barbara Medical Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sansum Santa Barbara Medical Clinic, Inc., (805) 681-7500) or the recordkeeper, Oneamerica Retirement Services, LLC. The Sansum Santa Barbara Medical Clinic old 401(k) page lists the contacts from every plan filing. Find an old Sansum Santa Barbara Medical Clinic 401(k)
Data from the public Form 5500 annual reports Sansum Santa Barbara Medical Clinic 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 Sansum Santa Barbara Medical Clinic. Not financial advice. Report a correction · Methodology