Plan Snapshot
- Plan Sponsor: Pipeline Health System Holdings, LLC
- Sponsor EIN: 832843667
- Sponsor Address: 898 N. PACIFIC COAST HIGHWAY,, EL SEGUNDO, CA, 90245
- Plan Type: 401(k)
- Total Participants: 1,779
- Total Assets: $76.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,779 | $76.0M | $0 | $5.5M |
| 2023 | 1,683 | $75.7M | $0 | $6.3M |
| 2022 | 3,885 | $74.3M | $0 | $11.8M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | RECORDKEEPER | $218,412 | — | $218,412 |
| FUTUREPLAN BY ASCENSUS | RECORDKEEPER | $56,010 | $81 | $56,091 |
| LOCKTON INVESTMENT ADVISORS, LLC | INVESTMENT ADVISORY | $48,854 | — | $48,854 |
| CREATIVE PLANNING | INVESTMENT ADVISORY PLAN | $39,166 | — | $39,166 |
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — RECORDKEEPER
- FUTUREPLAN BY ASCENSUS — RECORDKEEPER
- LOCKTON INVESTMENT ADVISORS, LLC — INVESTMENT ADVISORY
- CREATIVE PLANNING — INVESTMENT ADVISORY PLAN
- WINDES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $362,523
- Estimated Expense Ratio: 0.477% 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 | $513,421 | — | $513,421 | — | — |
| 2023 | $642,210 | — | $642,210 | — | — |
| 2022 | $594,131 | $594,131 | — | — | — |