# Scripps Health 401(k) Plan
Source: https://planprovider.pro/companies/scripps-health-401k-plan

> Scripps Health's 401(k) plan: 17,768 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-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|—|—|—|—|

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