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

> Dignity Health's 401(k) plan: 819 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$35,027|—|$35,027|

| WALTERS & SKLYAR LLP|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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,027

- **Estimated Expense Ratio:** 0.039% 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|$37,103|$9,308|—|—|—|

| 2023|$43,017|$8,003|—|—|—|

| 2022|$52,856|—|—|—|—|

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