Plan Snapshot
- Plan Sponsor: Public Health Institute
- Sponsor EIN: 941646278
- Sponsor Address: 555 12TH STREET, SUITE 600, OAKLAND, CA, 94607
- Plan Type: 403(b)
- Total Participants: 899
- Total Assets: $276.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 899 | $276.2M | $8.4M | $8.0M |
| 2023 | 974 | $245.9M | $8.0M | $8.3M |
| 2022 | 1,043 | $204.9M | $7.6M | $7.0M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $19,425 | — | $19,425 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,425
- Estimated Expense Ratio: 0.007% 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 | $546,118 | $407,573 | $984 | $19,425 | — |
| 2023 | $447,797 | $331,327 | $2,246 | $17,745 | — |
| 2022 | $433,532 | $295,772 | — | — | $16,248 |