# Pih Health, INC 403(b) Plan
Source: https://planprovider.pro/companies/pih-health-inc-403b-plan

> Pih Health, INC's 403(b) plan: 7,342 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, 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [PENSION ASSURANCE LLP](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:** $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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pih-health-inc-403b-plan)

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