# Pomona Valley Hospital Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/pomona-valley-hospital-medical-center-403b-plan

> Pomona Valley Hospital Medical Center's 403(b) plan: 4,018 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$41,707|—|$41,707|

| MORNINGSTAR|SERVICE PROVIDER|$23,135|—|$23,135|

| FARBER HASS HURLEY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [FARBER HASS HURLEY LLP](https://planprovider.pro/provider/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:** $64,842

- **Estimated Expense Ratio:** 0.011% 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|$64,933|—|$64,843|—|—|

| 2023|$52,466|$17,279|$35,187|—|—|

| 2022|$43,988|$17,390|$26,598|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pomona-valley-hospital-medical-center-403b-plan)

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