# Hoag Memorial Hospital Presbyterian 401(k) Plan
Source: https://planprovider.pro/companies/hoag-memorial-hospital-presbyterian-401k-plan

> Hoag Memorial Hospital Presbyterian's 401(k) plan: 9,204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoag Memorial Hospital Presbyterian

- **Sponsor EIN:** 951643327

- **Sponsor Address:** P.O. BOX 6100, NEWPORT BEACH, CA, 926634162

- **Plan Type:** 401(k)

- **Total Participants:** 9,204

- **Total Assets:** $1.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|9,204|$1.3B|$40.1M|$72.9M|

| 2023|8,596|$1.1B|$36.4M|$64.8M|

| 2022|7,963|$853.2M|$31.2M|$55.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$420,452|—|$420,452|

| SAGEVIEW|CONSULTANT|$105,000|—|$105,000|

| KPMG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAGEVIEW](https://planprovider.pro/provider/sageview-advisory-group) — CONSULTANT

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $525,452

- **Estimated Expense Ratio:** 0.042% 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|$525,452|—|$3,900|—|—|

| 2023|$658,668|—|$1,200|—|—|

| 2022|$434,350|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hoag-memorial-hospital-presbyterian-401k-plan)

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