Plan Snapshot
- Plan Sponsor: City Of Hope Medical Group, INC.
- Sponsor EIN: 272294296
- Sponsor Address: 1500 EAST DUARTE ROAD, DUARTE, CA, 91010
- Plan Type: 401(k)
- Total Participants: 627
- Total Assets: $387.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 627 | $387.2M | $28.5M | $5.0M |
| 2023 | 555 | $313.0M | $28.3M | $3.1M |
| 2022 | 528 | $251.1M | $25.5M | $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 |
|---|---|---|---|---|
| SAGE ADVISORY GROUP | Investment Advisor | $117,411 | — | $117,411 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $87,368 | — | $87,368 |
| CREATIVE PLANNING LLC | Investment Advisor | $22,692 | — | $22,692 |
| CITY NATIONAL BANK | Other Service Provider | $14,800 | — | $14,800 |
| CAMBRIDGE INVESTMENT RESEARCH | Other Service Provider | $11,712 | — | $11,712 |
| LARSON FINANCIAL GROUP LLC | Other Service Provider | $5,378 | — | $5,378 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGE ADVISORY GROUP — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $259,361
- Estimated Expense Ratio: 0.067% 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 | $264,534 | $162,366 | — | $14,800 | — |
| 2023 | $249,418 | $136,258 | $14,350 | — | — |
| 2022 | $237,300 | $121,250 | — | — | $13,650 |