# Cottage Health 401(k) Plan
Source: https://planprovider.pro/companies/cottage-health-401k-plan

> Cottage Health's 401(k) plan: 2,610 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cottage Health

- **Sponsor EIN:** 770431902

- **Sponsor Address:** P.O. BOX 689, SANTA BARBARA, CA, 93102

- **Plan Type:** 401(k)

- **Total Participants:** 2,610

- **Total Assets:** $102.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|2,610|$102.0M|$5.4M|$18.6M|

| 2023|2,253|$69.7M|$4.4M|$14.8M|

| 2022|1,886|$40.9M|$3.1M|$11.4M|

## 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 INSTITUTIONAL|RECORDKEEPER|$189,482|—|$189,482|

| STRATEGIC ADVISORS, INC.|ADVISOR|$37,234|—|$37,234|

| ERNST AND YOUNG|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ERNST AND YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $226,716

- **Estimated Expense Ratio:** 0.222% 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|$226,417|$37,234|$1,200|—|—|

| 2023|$183,009|$21,819|—|—|—|

| 2022|$138,563|$10,267|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cottage-health-401k-plan)

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