# Emanate Health 403(b) Plan
Source: https://planprovider.pro/companies/emanate-health-403b-plan

> Emanate Health's 403(b) plan: 3,659 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [MORGAN STANLEY GRAYSTONE CONSULTING](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-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|—|—|

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