Plan Snapshot
- Plan Sponsor: Barlow Respiratory Hospital
- Sponsor EIN: 951647809
- Sponsor Address: 2000 STADIUM WAY, LOS ANGELES, CA, 90026
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 435
- Total Assets: $44.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 435 | $44.1M | $735,639 | $2.0M |
| 2023 | 462 | $39.6M | $942,955 | $2.0M |
| 2022 | 423 | $33.6M | $781,055 | $1.9M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $61,247 | — | $61,247 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $58,266 | — | $58,266 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,513
- Estimated Expense Ratio: 0.271% 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 | $119,513 | $61,247 | — | — | — |
| 2023 | $103,349 | $54,938 | — | — | — |
| 2022 | $95,616 | $50,608 | $45,008 | — | — |