# John Muir Health DB Plan
Source: https://planprovider.pro/companies/john-muir-health-plan-001

> John Muir Health's DB plan: 5,166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| THE LONDON COMPANY|N/A|$232,196|—|$232,196|

| NORTHERN TRUST COMPANY|N/A|$195,076|—|$195,076|

| WCM INVESTMENT MANAGEMENT LLC|N/A|$122,552|—|$122,552|

| HS MANAGEMENT PARTNERS, LLC|N/A|$121,472|—|$121,472|

| ELLIOTT INTERNATIONAL LTD|N/A|$99,758|—|$99,758|

| ARISTOTLE CAPITAL MANAGEMENT|N/A|$65,533|—|$65,533|

| DIAMOND HILL CAPITAL MANAGEMENT INC|N/A|$64,303|—|$64,303|

| TIMESSQUARE CAPITAL MGMT|N/A|$38,434|—|$38,434|

| BRANDYWINE|N/A|$38,114|—|$38,114|

| 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](https://planprovider.pro/provider/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:** $977,438

- **Estimated Expense Ratio:** 0.155% 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|$1,069,180|$744,248|—|—|—|

| 2023|$1,268,530|$823,474|—|—|—|

| 2022|$1,088,822|$1,049,014|—|—|—|

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