# Rady Children&#39;S Hospital- San Diego 403(b) Plan
Source: https://planprovider.pro/companies/rady-children-s-hospital-san-diego-951691313-003

> Rady Children&#39;S Hospital- San Diego&#39;s 403(b) plan: 6,239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rady Children'S Hospital- San Diego

- **Sponsor EIN:** 951691313

- **Sponsor Address:** 3020 CHILDRENS WAY, SAN DIEGO, CA, 92123

- **Plan Type:** 403(b)

- **Plan Number:** 003

- **Total Participants:** 6,239

- **Total Assets:** $820.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6,239|$820.2M|$18.0M|$47.0M|

| 2023|5,957|$714.6M|$16.2M|$41.7M|

| 2022|5,533|$586.5M|$14.7M|$38.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$317,223|—|$317,223|

| COOK STREET CONSULTING, INC.|Investment Advisor|$103,125|—|$103,125|

| CBIZ CPAS P.C.|Auditor|$26,001|—|$26,001|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [COOK STREET CONSULTING, INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $446,349

- **Estimated Expense Ratio:** 0.054% 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|$449,649|$103,125|$3,300|$26,001|—|

| 2023|$264,033|—|$1,200|$25,305|—|

| 2022|$376,254|$75,000|$277,104|—|$24,150|

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