# Altamed Health Services Corporation 403(b) Plan
Source: https://planprovider.pro/companies/altamed-health-services-corp-403b-plan

> Altamed Health Services Corporation's 403(b) plan: 5,614 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Altamed Health Services Corporation

- **Sponsor EIN:** 952810095

- **Sponsor Address:** 2035 CAMFIELD AVE, LOS ANGELES, CA, 90040

- **Plan Type:** 403(b)

- **Total Participants:** 5,614

- **Total Assets:** $266.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|5,614|$266.5M|$13.8M|$25.2M|

| 2023|4,949|$211.0M|$8.5M|$17.8M|

| 2022|2,433|$165.9M|$6.7M|$13.9M|

## 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|

| G.W. SHERWOLD ASSOCIATES INC|ADVISOR|$244,289|—|$244,289|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$230,332|—|$230,332|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,438|—|$12,438|

| VASQUEZ & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [VASQUEZ & COMPANY, LLP](https://planprovider.pro/provider/vasquez-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $487,059

- **Estimated Expense Ratio:** 0.183% 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|$500,164|$256,727|$300|—|—|

| 2023|$410,916|$201,152|—|—|—|

| 2022|$521,027|$256,550|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/altamed-health-services-corp-403b-plan)

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