# Methodist Hospital Of Southern Ca 403(b) Plan
Source: https://planprovider.pro/companies/methodist-hospital-of-southern-ca-403b-plan

> Methodist Hospital Of Southern Ca's 403(b) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|—|—|

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