Plan Snapshot
- Plan Sponsor: Pih Health Good Samaritan Hospital
- Sponsor EIN: 951656366
- Sponsor Address: 1225 WILSHIRE BLVD, LOS ANGELES, CA, 900171901
- Plan Type: 401(k)
- Total Participants: 1,228
- Total Assets: $234.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,228 | $234.7M | $2.7M | $7.6M |
| 2023 | 978 | $211.7M | $0 | $7.4M |
| 2022 | 1,448 | $198.2M | $3.8M | $11.7M |
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 | $77,263 | — | $77,263 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $36,817 | — | $36,817 |
| PENSION ASSURANCE | ACCOUNTANT/AUDITOR | $15,000 | — | $15,000 |
| CONCURRENT INVESTMENT ADVISORS, LL | CONSULTANT | $5,400 | — | $5,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- PENSION ASSURANCE — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,480
- Estimated Expense Ratio: 0.057% 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 | $134,450 | $36,817 | $1,200 | $15,000 | — |
| 2023 | $130,165 | $34,584 | — | $14,000 | — |
| 2022 | $158,490 | $26,271 | — | — | — |