Plan Snapshot
- Plan Sponsor: Adventist Health System/West, INC.
- Sponsor EIN: 953484589
- Sponsor Address: ONE ADVENTIST HEALTH WAY, ROSEVILLE, CA, 95661
- Plan Type: 403(b)
- Total Participants: 1,450
- Total Assets: $226.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,450 | $226.5M | $0 | $0 |
| 2023 | 1,540 | $219.4M | $0 | $0 |
| 2022 | 1,615 | $214.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $69,871 | — | $69,871 |
| STRATEGIC ADVISORS, INC | ADVISOR | $22,950 | — | $22,950 |
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $8,675 | — | $8,675 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- STRATEGIC ADVISORS, INC — ADVISOR
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,496
- Estimated Expense Ratio: 0.045% 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 | $101,496 | $22,950 | $8,675 | — | — |
| 2023 | $121,042 | $21,240 | $11,100 | — | — |
| 2022 | $129,006 | $21,156 | — | — | — |