Plan Snapshot
- Plan Sponsor: Emanate Health
- Sponsor EIN: 953885523
- Sponsor Address: 140 WEST COLLEGE STREET, COVINA, CA, 917225108
- Plan Type: 403(b)
- Total Participants: 3,659
- Total Assets: $418.4M
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 | 3,659 | $418.4M | $8.2M | $23.0M |
| 2023 | 3,762 | $381.6M | $7.7M | $20.0M |
| 2022 | 3,351 | $337.1M | $5.4M | $18.6M |
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 | $512,578 | — | $512,578 |
| MORGAN STANLEY GRAYSTONE CONSULTING | SERVICE PROVIDER | $34,377 | — | $34,377 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | AUDITOR | $5,955 | — | $5,955 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- MORGAN STANLEY GRAYSTONE CONSULTING — SERVICE PROVIDER
- HOLTHOUSE CARLIN & VAN TRIGT LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $552,910
- Estimated Expense Ratio: 0.132% 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 | $552,910 | $34,377 | $512,578 | $5,955 | — |
| 2023 | $542,342 | $81,000 | $435,370 | $25,972 | — |
| 2022 | $413,323 | $56,000 | $357,323 | — | — |