# Henry Mayo Newhall Hospital 403(b) Plan
Source: https://planprovider.pro/companies/henry-mayo-newhall-hospital-403b-plan

> Henry Mayo Newhall Hospital's 403(b) plan: 1,851 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/henry-mayo-newhall-hospital-403b-plan)

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