Plan Snapshot
- Plan Sponsor: City Of Hope National Medical Center
- Sponsor EIN: 951683875
- Sponsor Address: 1500 EAST DUARTE ROAD, DUARTE, CA, 91010
- Plan Type: 403(b)
- Total Participants: 9,764
- Total Assets: $864.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,764 | $864.9M | -$3,457 | $71.6M |
| 2023 | 9,226 | $728.6M | $20,634 | $62.7M |
| 2022 | 8,760 | $591.2M | $0 | $55.6M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $9,194 | — | $350 | — | — |
| 2023 | $7 | — | $175 | — | — |
| 2022 | $42,872 | — | $150 | — | — |