# Eisenhower Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/eisenhower-medical-center-403b-plan

> Eisenhower Medical Center's 403(b) plan: 4,917 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [VARIABLE ANNUITY LIFE INSURANCE CO.](https://planprovider.pro/provider/corebridge-financial) — SERVICE PROVIDER

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/eisenhower-medical-center-403b-plan)

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