Plan Snapshot
- Plan Sponsor: Henry Mayo Newhall Hospital
- Sponsor EIN: 952821104
- Sponsor Address: 23845 MCBEAN PARKWAY, VALENCIA, CA, 91355
- Plan Type: 403(b)
- Total Participants: 1,851
- Total Assets: $178.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,851 | $178.4M | $4.2M | $9.6M |
| 2023 | 1,823 | $163.0M | $4.1M | $9.5M |
| 2022 | 1,283 | $136.3M | $4.2M | $9.1M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $212,710 | — | $212,710 |
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $82,504 | — | $82,504 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- SAGEVIEW ADVISORY GROUP, LLC — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $295,214
- Estimated Expense Ratio: 0.165% 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 | $295,374 | $82,504 | — | — | — |
| 2023 | $249,442 | $69,381 | — | — | — |
| 2022 | $232,193 | $64,618 | — | — | — |