# Scripps Health 403(b) Plan
Source: https://planprovider.pro/companies/scripps-health-951684089-003

> Scripps Health's 403(b) plan: 17,402 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:** 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.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [E & Y](https://planprovider.pro/provider/ernst-and-young-llp) — 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|—|—|—|—|

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