Plan Snapshot
- Plan Sponsor: Scripps Health
- Sponsor EIN: 951684089
- Sponsor Address: 4555 EXECUTIVE DRIVE, SAN DIEGO, CA, 92121
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 17,402
- Total Assets: $728.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 17,402 | $728.7M | $0 | $69.3M |
| 2023 | 17,599 | $630.0M | $0 | $64.8M |
| 2022 | 16,944 | $510.6M | $0 | $58.0M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $159,232 | — | $159,232 |
| E & Y | Auditor | $35,228 | — | $35,228 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- E & Y — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,460
- Estimated Expense Ratio: 0.027% 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 | $242,969 | — | — | — | — |
| 2023 | $246,200 | — | — | $246,200 | — |
| 2022 | $271,865 | — | — | — | — |