Plan Snapshot
- Plan Sponsor: Eisenhower Medical Center
- Sponsor EIN: 956130458
- Sponsor Address: 39000 BOB HOPE DRIVE, RANCHO MIRAGE, CA, 922703221
- Plan Type: 403(b)
- Total Participants: 4,917
- Total Assets: $435.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 4,917 | $435.5M | $14.5M | $30.0M |
| 2023 | 4,428 | $384.2M | $11.9M | $25.1M |
| 2022 | 4,177 | $331.3M | $10.7M | $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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $483,343 | — | $483,343 |
| VARIABLE ANNUITY LIFE INSURANCE CO. | SERVICE PROVIDER | $8,300 | — | $8,300 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- VARIABLE ANNUITY LIFE INSURANCE CO. — SERVICE PROVIDER
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $491,643
- Estimated Expense Ratio: 0.113% 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 | $491,643 | — | $491,643 | — | — |
| 2023 | $445,547 | — | $445,547 | — | — |
| 2022 | $398,844 | — | $398,844 | — | — |