Plan Snapshot
- Plan Sponsor: Memorial Health Services
- Sponsor EIN: 951643381
- Sponsor Address: 17360 BROOKHURST ST., FOUNTAIN VALLEY, CA, 92708
- Plan Type: 401(k)
- Total Participants: 4,174
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 4,174 | $1.4B | $33.1M | $23.0M |
| 2023 | 4,491 | $1.3B | $34.6M | $23.6M |
| 2022 | 4,728 | $1.2B | $34.1M | $23.5M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $772,256 | — | $772,256 |
| THE VANGUARD GROUP, INC. | NONE | $362,440 | — | $362,440 |
| PRICEWATERHOUSECOOPERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
- PRICEWATERHOUSECOOPERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,134,696
- Estimated Expense Ratio: 0.079% 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 | $1,137,000 | — | — | — | — |
| 2023 | $1,076,000 | — | — | — | — |
| 2022 | $1,043,000 | — | — | — | — |