# City Of Hope National Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/city-of-hope-national-medical-center-403b-plan-001

> City Of Hope National Medical Center's 403(b) plan: 9,764 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTL OPS|RECORDKEEPER|$8,844|—|$8,844|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,844

- **Estimated Expense Ratio:** 0.001% 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|$9,194|—|$350|—|—|

| 2023|$7|—|$175|—|—|

| 2022|$42,872|—|$150|—|—|

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- [City Of Hope National Medical Center](https://planprovider.pro/companies/city-of-hope-national-medical-center-plan-006) — 7,902 participants

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/city-of-hope-national-medical-center-403b-plan-001)

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