Plan Snapshot
- Plan Sponsor: Orchard Hospital
- Sponsor EIN: 941049467
- Sponsor Address: 240 SPRUCE STREET, GRIDLEY, CA, 95948
- Plan Type: 403(b)
- Total Participants: 268
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 268 | $8.3M | $495,238 | $754,433 |
| 2023 | 229 | $7.7M | $61,314 | $697,547 |
| 2022 | 203 | $7.0M | $387,516 | $572,463 |
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 |
|---|---|---|---|---|
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — 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 | $63,620 | $20,694 | $42,926 | — | — |
| 2023 | $53,854 | $18,531 | $35,323 | — | — |
| 2022 | $47,435 | — | $47,435 | — | — |