Plan Snapshot
- Plan Sponsor: John Muir Health
- Sponsor EIN: 941461843
- Sponsor Address: 1601 YGNACIO VALLEY ROAD, WALNUT CREEK, CA, 945983122
- Plan Type: 403(b)
- Total Participants: 5,052
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,052 | $1.4B | $15.0M | $67.8M |
| 2023 | 5,098 | $1.2B | $65.5M | $13.7M |
| 2022 | 4,867 | $1.1B | $60.1M | $12.4M |
| 2019 | 4,833 | $960.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $458,616 | — | $458,616 |
| FIDELITY INVESTMENTS INST OPS | N/A | $344,984 | $30 | $345,014 |
| WILLIS TOWERS WATSON US LLC | N/A | $160,485 | — | $160,485 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- FIDELITY INVESTMENTS INST OPS — N/A
- WILLIS TOWERS WATSON US LLC — N/A
- 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: $964,115
- Estimated Expense Ratio: 0.070% 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 | $964,475 | — | $459,006 | — | — |
| 2023 | $904,457 | — | $367,360 | — | — |
| 2022 | $994,348 | — | — | — | — |
| 2019 | $841,515 | — | — | — | — |