Plan Snapshot
- Plan Sponsor: Scripps Health
- Sponsor EIN: 951684089
- Sponsor Address: 4555 EXECUTIVE DRIVE, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 17,768
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 17,768 | $1.3B | $61.7M | $57.4M |
| 2023 | 16,148 | $1.2B | $57.3M | $52.0M |
| 2022 | 15,132 | $991.3M | $51.5M | $47.4M |
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 | $940,738 | — | $940,738 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $228,888 | — | $228,888 |
| ERNST & YOUNG LLP | ACCOUNTANT/AUDITOR | $35,228 | — | $35,228 |
| L+L PRINTERS | OTHER SERVICES | $5,134 | — | $5,134 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- ERNST & YOUNG LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,209,988
- Estimated Expense Ratio: 0.091% 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 | $1,334,500 | — | — | — | — |
| 2023 | $1,241,176 | — | — | — | — |
| 2022 | $266,510 | — | — | — | — |