# Huntington Memorial Hospital 403(b) Plan
Source: https://planprovider.pro/companies/huntington-memorial-hospital-403b-plan

> Huntington Memorial Hospital's 403(b) plan: 3,815 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$383,428|—|$383,428|

| STRATEGIC ADVISORS, INC.|ADVISOR|$333,853|—|$333,853|

| ERNST & YOUNG, 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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ERNST & YOUNG, LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $717,281

- **Estimated Expense Ratio:** 0.116% 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|$715,599|$333,853|$1,200|—|—|

| 2023|$656,664|$311,419|—|—|—|

| 2022|$704,951|$321,406|—|—|—|

## Similar Plans

- [Valley Children'S Hospital](https://planprovider.pro/companies/valley-children-s-hospital-403b-plan) — 3,806 participants

- [El Camino Hospital](https://planprovider.pro/companies/el-camino-hospital-plan-001) — 3,797 participants

- [Cottage Health](https://planprovider.pro/companies/cottage-health-plan-001) — 3,796 participants

- [Enloe Medical Center](https://planprovider.pro/companies/enloe-medical-center-401k-plan) — 3,698 participants

- [Emanate Health](https://planprovider.pro/companies/emanate-health-403b-plan) — 3,659 participants

- [Pomona Valley Hospital Medical Center](https://planprovider.pro/companies/pomona-valley-hospital-medical-center-403b-plan) — 4,018 participants

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

© 2026 PlanProvider.Pro