# Memorial Health Services 401(k) Plan
Source: https://planprovider.pro/companies/memorial-health-services-401k-plan-001

> Memorial Health Services's 401(k) plan: 4,174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [PRICEWATERHOUSECOOPERS](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/memorial-health-services-401k-plan-001)

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