# Community Hospital Of The Monterey Peninsula 403(b) Plan
Source: https://planprovider.pro/companies/community-hospital-of-the-monterey-peninsula-403b-plan

> Community Hospital Of The Monterey Peninsula's 403(b) plan: 2,919 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INS OF AMERICA|RECORDKEEPER|$615,849|—|$615,849|

| 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](https://planprovider.pro/provider/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:** $615,849

- **Estimated Expense Ratio:** 0.162% 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|$615,849|—|—|—|—|

| 2023|$502,991|$206,983|—|—|—|

| 2022|$793,624|—|$793,624|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/community-hospital-of-the-monterey-peninsula-403b-plan)

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