Plan Snapshot
- Plan Sponsor: San Gorgonio Memorial Hospital
- Sponsor EIN: 330420041
- Sponsor Address: 600 NORTH HIGHLAN SPRINGS AVE, BANNING, CA, 922203046
- Plan Type: 403(b)
- Total Participants: 545
- Total Assets: $36.9M
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 | 545 | $36.9M | $1.4M | $2.6M |
| 2023 | 556 | $33.1M | $1.3M | $2.4M |
| 2022 | 597 | $29.2M | $1.2M | $2.5M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $96,942 | $36 | $96,978 |
| WITHUMSMITH&BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH&BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,978
- Estimated Expense Ratio: 0.263% 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 | $117,048 | — | $50,592 | — | — |
| 2023 | $60,460 | — | $60,060 | — | — |
| 2022 | $24,095 | — | $14,694 | — | — |