Plan Snapshot
- Plan Sponsor: Pomona Valley Hospital Medical Center
- Sponsor EIN: 951115230
- Sponsor Address: 1798 NORTH GAREY AVENUE, POMONA, CA, 917672918
- Plan Type: 403(b)
- Total Participants: 4,018
- Total Assets: $594.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 4,018 | $594.2M | $15.6M | $27.7M |
| 2023 | 4,023 | $525.2M | $14.2M | $25.4M |
| 2022 | 3,837 | $453.7M | $13.2M | $23.3M |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $64,933 | — | $64,843 | — | — |
| 2023 | $52,466 | $17,279 | $35,187 | — | — |
| 2022 | $43,988 | $17,390 | $26,598 | — | — |