Plan Snapshot
- Plan Sponsor: John Muir Health
- Sponsor EIN: 941461843
- Sponsor Address: 1601 YGNACIO VALLEY ROAD, WALNUT CREEK, CA, 945983122
- Plan Type: DB
- Total Participants: 5,166
- Total Assets: $630.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 5,166 | $630.3M | $24.0M | $0 |
| 2023 | 5,138 | $601.8M | $10.3M | $0 |
| 2022 | 5,012 | $581.4M | $15.7M | $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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $1,069,180 | $744,248 | — | — | — |
| 2023 | $1,268,530 | $823,474 | — | — | — |
| 2022 | $1,088,822 | $1,049,014 | — | — | — |