Plan Snapshot
- Plan Sponsor: Pih Health, INC
- Sponsor EIN: 953619388
- Sponsor Address: 12401 WASHINGTON BLVD., WHITTIER, CA, 90602
- Plan Type: 403(b)
- Total Participants: 7,342
- Total Assets: $423.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,342 | $423.3M | $0 | $45.0M |
| 2023 | 6,890 | $351.7M | $0 | $38.6M |
| 2022 | 6,165 | $278.5M | $44,433 | $34.0M |
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 | $431,600 | — | $431,600 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $89,782 | — | $89,782 |
| CONCURRENT INVESTMENT ADVISORS, LL | CONSULTANT | $22,813 | — | $22,813 |
| PENSION ASSURANCE LLP | ACCOUNTANT/AUDITOR | $18,000 | — | $18,000 |
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 LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $562,195
- Estimated Expense Ratio: 0.133% 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 | $561,959 | $89,782 | $300 | $18,000 | — |
| 2023 | $570,643 | $88,650 | $600 | $18,000 | — |
| 2022 | $588,948 | $76,311 | — | — | — |