Plan Snapshot
- Plan Sponsor: Beverly Hospital
- Sponsor EIN: 951816005
- Sponsor Address: 309 WEST BEVERLY BLVD, MONTEBELLO, CA, 90604
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 149 | $16.2M | $0 | $0 |
| 2022 | 202 | $16.8M | $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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $61,758 | — | $61,758 |
| SAGEVIEW ADVISORY GROUP | Investment Advisor | $41,126 | — | $41,126 |
| HOLTHOUSE CARLIN VAN TRIGHT LLP | Auditor | $29,000 | — | $29,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- SAGEVIEW ADVISORY GROUP — Investment Advisor
- HOLTHOUSE CARLIN VAN TRIGHT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,884
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 | $38,513 | $8,938 | — | $16,957 | — |
| 2023 | $65,942 | $20,563 | — | $14,500 | — |
| 2022 | $92,847 | $48,255 | — | — | $12,000 |