Plan Snapshot
- Plan Sponsor: Community Hospital Of The Monterey Peninsula
- Sponsor EIN: 940760193
- Sponsor Address: 23625 HOLMAN HIGHWAY, MONTEREY, CA, 93940
- Plan Type: 403(b)
- Total Participants: 2,919
- Total Assets: $380.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 2,919 | $380.9M | $0 | $29.2M |
| 2023 | 2,824 | $339.0M | $0 | $26.3M |
| 2022 | 2,594 | $292.0M | $0 | $22.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $615,849 | — | — | — | — |
| 2023 | $502,991 | $206,983 | — | — | — |
| 2022 | $793,624 | — | $793,624 | — | — |