Plan Snapshot
- Plan Sponsor: Pasadena Hospital Association, Ltd
- Sponsor EIN: 951644036
- Sponsor Address: 100 WEST CALIFORNIA BOULEVARD, PASADENA, CA, 91105
- Plan Type: DB
- Total Participants: 1,026
- Total Assets: $119.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,026 | $119.3M | $13.1M | $0 |
| 2023 | 1,089 | $118.4M | $6.0M | $0 |
| 2022 | 1,185 | $115.6M | $4.5M | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $483,241 | — | $483,241 |
| VANGUARD TOTAL INT ST IDX-IS #1869 | Other Service Provider | — | $187,241 | $187,241 |
| FRANKLIN TEMPLETON | Other Service Provider | $44,903 | — | $44,903 |
| ERNST & YOUNG LLP | Auditor | $34,000 | — | $34,000 |
| AXA EQUITABLE | Recordkeeper | $31,789 | — | $31,789 |
| CAMBRIDGE ASSOCIATES LLC | Other Service Provider | $21,073 | — | $21,073 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $20,703 | — | $20,703 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- ERNST & YOUNG LLP — Auditor
- AXA EQUITABLE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $822,950
- Estimated Expense Ratio: 0.690% 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 | $2,585,773 | $168,611 | — | $34,000 | — |
| 2023 | $2,737,563 | $146,715 | $567,805 | $61,000 | — |
| 2022 | $2,490,886 | $170,748 | — | — | $531,707 |