Plan Snapshot
- Plan Sponsor: Methodist Hospital Of Southern Ca
- Sponsor EIN: 951643336
- Sponsor Address: 300 WEST HUNTINGTON DRIVE, ARCADIA, CA, 91007
- Plan Type: 403(b)
- Total Participants: 182
- Total Assets: $202.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 182 | $202.4M | $2.5M | $8.8M |
| 2023 | 1,651 | $186.2M | $2.3M | $8.2M |
| 2022 | 1,848 | $163.2M | $2.1M | $7.2M |
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 |
|---|---|---|---|---|
| NATIONWIDE | Insurance Carrier | $138,216 | — | $138,216 |
| PROACCOUNT | Investment Advisor | $124,658 | — | $124,658 |
| WELLS FARGO ADVISORS FIN NET | Other Service Provider | $119,662 | — | $119,662 |
| LEAFHOUSE FINANCIAL ADVISORS LLC | Other Service Provider | $80,081 | — | $80,081 |
| ERISA SMART | Other Service Provider | $40,036 | — | $40,036 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Insurance Carrier
- PROACCOUNT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $502,653
- Estimated Expense Ratio: 0.248% 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 | $502,878 | $204,739 | — | — | — |
| 2023 | $452,227 | — | — | — | — |
| 2022 | $435,252 | — | $435,252 | — | — |