Plan Snapshot
- Plan Sponsor: Pih Health
- Sponsor EIN: 953619388
- Sponsor Address: 12401 WASHINGTON BLVD, WHITTIER, CA, 906021006
- Plan Type: DB
- Total Participants: 1,236
- Total Assets: $113.3M
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 | 1,236 | $113.3M | $4.4M | $0 |
| 2023 | 1,296 | $116.8M | $3.5M | $0 |
| 2022 | 1,385 | $109.5M | $0 | $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 |
|---|---|---|---|---|
| MERCER | Actuary | $338,789 | — | $338,789 |
| MERRILL LYNCH, PIERCE, FENNER AND S | Investment Advisor | $279,898 | — | $279,898 |
| EAGLE CAPITAL MANAGEMENT, LLC | Investment Advisor | $117,954 | — | $117,954 |
| BLACKROCK INVESTMENT MANAGEMENT,LLC | Investment Advisor | $100,549 | — | $100,549 |
| BANK OF AMERICA | Custodian / Trustee | $53,697 | — | $53,697 |
| PENSION ASSURANCE LLP | Auditor | $22,000 | — | $22,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EAGLE CAPITAL MANAGEMENT, LLC — Investment Advisor
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $912,887
- Estimated Expense Ratio: 0.806% 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 | $2,989,783 | $498,401 | — | — | — |
| 2023 | $3,164,987 | $451,557 | — | — | — |
| 2022 | $3,049,116 | $536,876 | — | — | — |