# Marshall Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/marshall-medical-center-403b-plan

> Marshall Medical Center's 403(b) plan: 1,486 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marshall Medical Center

- **Sponsor EIN:** 941450151

- **Sponsor Address:** 1100 MARSHALL WAY, PLACERVILLE, CA, 95667

- **Plan Type:** 403(b)

- **Total Participants:** 1,486

- **Total Assets:** $160.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|1,486|$160.7M|$7.9M|$10.7M|

| 2023|1,400|$138.8M|$7.7M|$9.8M|

| 2022|1,482|$116.2M|$7.8M|$9.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$169,280|—|$169,280|

| EMPOWER ADVISORY GROUP, LLC|NONE|$93,194|—|$93,194|

| 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:** $262,474

- **Estimated Expense Ratio:** 0.163% 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|$246,299|$93,194|—|—|—|

| 2023|$201,547|$65,537|—|—|—|

| 2022|$273,994|$57,567|$216,127|—|$300|

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