# Sharp Healthcare 401(k) Plan
Source: https://planprovider.pro/companies/sharp-healthcare-401k-plan

> Sharp Healthcare's 401(k) plan: 20,711 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sharp Healthcare

- **Sponsor EIN:** 956077327

- **Sponsor Address:** 8695 SPECTRUM CENTER BLVD., SAN DIEGO, CA, 921231489

- **Plan Type:** 401(k)

- **Total Participants:** 20,711

- **Total Assets:** $1.4B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|20,711|$1.4B|$35.6M|$72.4M|

| 2023|20,059|$1.2B|$32.0M|$66.6M|

| 2022|19,124|$998.2M|$31.6M|$60.1M|

## 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|

| ALIGHT SOLUTIONS, LLC|RECORDKEEPER|$936,304|—|$936,304|

| RUSSELL INVESTMENTS TRUST COMPANY|TRUSTEE|—|$274,723|$274,723|

| BDO USA,PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT SOLUTIONS, LLC](https://planprovider.pro/provider/alight-solutions) — RECORDKEEPER

- [RUSSELL INVESTMENTS TRUST COMPANY](https://planprovider.pro/provider/russell-investments) — TRUSTEE

- [BDO USA,PC](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,211,027

- **Estimated Expense Ratio:** 0.087% 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|$1,205,400|—|—|—|—|

| 2023|$743,463|—|—|—|—|

| 2022|$736,335|—|$736,335|—|—|

## Similar Plans

- [Sharp Healthcare](https://planprovider.pro/companies/sharp-healthcare-403b-plan) — 20,452 participants

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- [Stanford Health Care](https://planprovider.pro/companies/stanford-health-care-403b-plan) — 25,626 participants

- [Sharp Healthcare](https://planprovider.pro/companies/sharp-healthcare-plan-003) — 13,999 participants

- [Cedars-Sinai Medical Center](https://planprovider.pro/companies/cedars-sinai-medical-center-401k-plan-002) — 13,560 participants

- [Sutter Health](https://planprovider.pro/companies/sutter-health-plan-334) — 13,396 participants

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