Plan Snapshot
- Plan Sponsor: Dignity Health
- Sponsor EIN: 941196203
- Sponsor Address: 185 BERRY ST, SAN FRANCISCO, CA, 941071728
- Plan Type: 401(k)
- Total Participants: 819
- Total Assets: $88.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 819 | $88.7M | $1.3M | $2.7M |
| 2023 | 923 | $81.3M | $1.2M | $2.3M |
| 2022 | 754 | $71.5M | $1.0M | $1.8M |
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 |
|---|---|---|---|---|
| WALTERS & SKLYAR LLP | Auditor | — | — | $0 |
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 | $37,103 | $9,308 | — | — | — |
| 2023 | $43,017 | $8,003 | — | — | — |
| 2022 | $52,856 | — | — | — | — |