# Pih Health 401(k) Plan
Source: https://planprovider.pro/companies/pih-health-401k-plan-006

> Pih Health's 401(k) plan: 7,079 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pih Health

- **Sponsor EIN:** 953619388

- **Sponsor Address:** 12401 WASHINGTON BLVD., WHITTER, CA, 90602

- **Plan Type:** 401(k)

- **Total Participants:** 7,079

- **Total Assets:** $193.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|7,079|$193.6M|$19.2M|$0|

| 2023|6,747|$164.7M|$15.8M|$0|

| 2022|6,121|$133.6M|$14.4M|$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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$75,021|—|$75,021|

| STRATEGIC ADVISORS, INC.|ADVISOR|$31,764|—|$31,764|

| CONCURRENT INVESTMENT ADVISORS, LL|CONSULTANT|$15,375|—|$15,375|

| PENSION ASSURANCE|ACCOUNTANT/AUDITOR|$15,000|—|$15,000|

### 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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PENSION ASSURANCE](https://planprovider.pro/provider/pension-assurance-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $137,160

- **Estimated Expense Ratio:** 0.071% 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|$137,160|$31,764|$1,500|$15,000|—|

| 2023|$112,381|$30,201|$300|$14,500|—|

| 2022|$135,275|$28,739|—|—|—|

## Similar Plans

- [Kpc Global Management, LLC](https://planprovider.pro/companies/kpc-global-management-llc-401k-plan) — 6,929 participants

- [Pih Health, INC](https://planprovider.pro/companies/pih-health-inc-403b-plan) — 7,342 participants

- [Memorial Health Services](https://planprovider.pro/companies/memorial-health-services-401k-plan-003) — 7,511 participants

- [Gemw Healthcare Investment LP](https://planprovider.pro/companies/gemw-healthcare-investment-lp-401k-plan) — 6,339 participants

- [Childrens Hospital Los Angeles](https://planprovider.pro/companies/childrens-hospital-los-angeles-403b-plan) — 7,844 participants

- [City Of Hope National Medical Center](https://planprovider.pro/companies/city-of-hope-national-medical-center-plan-006) — 7,902 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pih-health-401k-plan-006)

© 2026 PlanProvider.Pro