# Adventist Health System/West, INC. 403(b) Plan
Source: https://planprovider.pro/companies/adventist-health-system-west-inc-403b-plan

> Adventist Health System/West, INC.'s 403(b) plan: 1,450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

- [BAKER TILLY US, LLP](https://planprovider.pro/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/adventist-health-system-west-inc-403b-plan)

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