Plan Snapshot
- Plan Sponsor: Community Hospital Of The Monterey Peninsula
- Sponsor EIN: 940760193
- Sponsor Address: 23625 HOLMAN HIGHWAY, MONTEREY, CA, 93940
- Plan Type: DB
- Total Participants: 1,599
- Total Assets: $87.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,599 | $87.8M | $15.3M | $0 |
| 2023 | 1,527 | $74.7M | $9.3M | $0 |
| 2022 | 1,197 | $55.3M | $9.9M | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE | $140,044 | — | $140,044 |
| PRINCIPAL TRUST COMPANY | NONE | $41,879 | — | $41,879 |
| MOSS ADAMS LLP | NONE | $11,100 | — | $11,100 |
| BAKER TILLY US, LLP | Auditor | $11,100 | — | $11,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- MOSS ADAMS LLP — NONE
- 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: $204,123
- Estimated Expense Ratio: 0.233% 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 | $369,268 | — | — | $11,100 | — |
| 2023 | $364,062 | — | — | $16,200 | — |
| 2022 | $299,055 | — | — | — | $184,125 |