# San Antonio Regional Hospital 401(k) Plan
Source: https://planprovider.pro/companies/san-antonio-regional-hospital-401k-plan

> San Antonio Regional Hospital's 401(k) plan: 2,362 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [SAGEVIEW](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [GYL LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/san-antonio-regional-hospital-401k-plan)

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