Plan Snapshot
- Plan Sponsor: San Antonio Regional Hospital
- Sponsor EIN: 951183919
- Sponsor Address: 999 SAN BERNARDINO ROAD, UPLAND, CA, 917864920
- Plan Type: 401(k)
- Total Participants: 2,362
- Total Assets: $198.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,362 | $198.8M | $4.2M | $15.0M |
| 2023 | 2,345 | $173.8M | $3.2M | $13.7M |
| 2022 | 2,245 | $144.3M | $3.0M | $12.1M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $325,673 | — | $325,673 |
| SAGEVIEW | INVESTMENT ADVISOR | $18,622 | — | $18,622 |
| GYL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- SAGEVIEW — INVESTMENT ADVISOR
- GYL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $344,295
- Estimated Expense Ratio: 0.173% 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 | $344,295 | $18,622 | $325,673 | — | — |
| 2023 | $316,696 | — | $316,696 | — | — |
| 2022 | $458,308 | — | $458,308 | — | — |