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Original filing (PDF)20251013093322NAL0000936113001
SANSUM CLINIC
Form 5500
FILING_RECEIVED
SANSUM CLINIC MATCH PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,195
Accounts w/ balance
1,474
Plan assets (EOY)
$66.2M
Net assets (EOY)
$66.2M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANSUM CLINIC.
Plan sponsor
Name
SANSUM CLINIC
EIN
95-6419205
Address
2200 RIVER PLAZA DRIVE · SACRAMENTO, CA · 95833
Phone
(888) 888-6044
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $141K | — |
Investments
34 direct securities · 1 pooled fund· $66.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$66.2M
34 holdings
Pooled Separate Account
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln National Life Insurance Group Fixed Annuity Fund*** | — | — | — | $11.6M | 17.5% | |
| Vanguard 500 Index Admiral Shares | — | — | — | $8.4M | 12.7% | |
| Baird Aggregate Bond Fund | — | — | — | $7.9M | 12.0% | |
| Fidelity Investments Contrafund | — | — | — | $4.3M | 6.4% | |
| American Funds Washington Mutual | — | — | — | $3.6M | 5.5% | |
| Blackrock Inflation Protected Bond Fund | — | — | — | $3.5M | 5.3% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $3.3M | 5.0% | |
| American Century Mid Cap Value Fund | — | — | — | $3.0M | 4.6% | |
| Neuberger Berman Mid Cap Growth Inst | — | — | — | $2.3M | 3.5% | |
| Eaton Vance Income Fund of Boston I | — | — | — | $1.8M | 2.7% | |
| American Funds New Perspective Fund | — | — | — | $1.8M | 2.7% | |
| maturing through June 2036 $0 | — | — | — | $1.6M | 2.3% | |
| Blackrock Global Allocation Fund | — | — | — | $1.5M | 2.2% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.5M | 2.2% | |
| Vanguard International Value Fund | — | — | — | $1.4M | 2.1% | |
| Delaware Investments Small Cap Value Fund | — | — | — | $1.2M | 1.8% | |
| Vanguard REIT Index Signal Shares | — | — | — | $1.1M | 1.6% | |
| MFS New Discovery Class R4 | — | — | — | $984K | 1.5% | |
| T. Rowe Price Dividend Growth | — | — | — | $962K | 1.5% | |
| PIMCO Commodity Real Return Strategy | — | — | — | $793K | 1.2% | |
| Oppenheimer International Growth | — | — | — | $793K | 1.2% | |
| PIMCO Income Fund Class P | — | — | — | $723K | 1.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $530K | 0.8% | |
| American Funds New World Class R6 | — | — | — | $512K | 0.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $351K | 0.5% | |
| Vanguard Target Retirement 2035 | — | — | — | $273K | 0.4% | |
| PIMCO International Bond US Dollar Hedged Class I2 | — | — | — | $149K | 0.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $112K | 0.2% | |
| Vanguard Target Retirement Income Investor Shares | — | — | — | $94K | 0.1% | |
| Vanguard Target Retirement 2055 | — | — | — | $67K | 0.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $57K | <0.1% | |
| Federated Government Ultrashort Duration Fund (A) | — | — | — | $25K | <0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2030 | — | — | — | $10K | <0.1% | |
| LINCOLN PATHBUILDER INCOME LINCOLN NATIONAL CORPORATION · EIN 35-0472300 / PN 900 | Pooled Separate Account | — | — | $2K | <0.1% |
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