# Overlake Hospital Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/overlake-hospital-medical-center-403b-plan

> Overlake Hospital Medical Center's 403(b) plan: 3,851 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Overlake Hospital Medical Center

- **Sponsor EIN:** 910652651

- **Sponsor Address:** 1035 116TH AVENUE NORTHEAST, BELLEVUE, WA, 980044604

- **Plan Type:** 403(b)

- **Total Participants:** 3,851

- **Total Assets:** $653.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,851|$653.5M|$19.4M|$37.0M|

| 2023|3,637|$547.7M|$17.4M|$33.0M|

| 2022|3,392|$434.6M|$15.5M|$28.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$258,830|—|$258,830|

| LUCID ADVISORS, INC.|INVEST ADVISOR|$42,208|—|$42,208|

| CLARK NUBER|AUDITOR|$34,833|—|$34,833|

| EISENHOWER & CARLSON|LEGAL|$9,620|—|$9,620|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EISENHOWER & CARLSON](https://planprovider.pro/provider/eisenhower-carlson-pllc) — LEGAL

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $345,491

- **Estimated Expense Ratio:** 0.053% 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|$345,491|$42,208|—|$34,833|—|

| 2023|$242,962|$26,775|—|$13,000|—|

| 2022|$303,359|$24,013|—|—|$24,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/overlake-hospital-medical-center-403b-plan)

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