Plan Snapshot
- Plan Sponsor: Huntington Memorial Hospital
- Sponsor EIN: 951644036
- Sponsor Address: 100 W CALIFORNIA BOULEVARD, PASADENA, CA, 911097013
- Plan Type: 403(b)
- Total Participants: 3,815
- Total Assets: $619.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 3,815 | $619.7M | $13.7M | $28.8M |
| 2023 | 3,549 | $548.9M | $12.8M | $27.1M |
| 2022 | 3,538 | $472.0M | $13.1M | $27.6M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $715,599 | $333,853 | $1,200 | — | — |
| 2023 | $656,664 | $311,419 | — | — | — |
| 2022 | $704,951 | $321,406 | — | — | — |