Plan Snapshot
- Plan Sponsor: Sharp Healthcare
- Sponsor EIN: 956077327
- Sponsor Address: 8695 SPECTRUM CENTER BLVD, SAN DIEGO, CA, 921231489
- Plan Type: 403(b)
- Total Participants: 20,452
- Total Assets: $744.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 20,452 | $744.1M | $0 | $69.7M |
| 2023 | 19,842 | $657.0M | $0 | $63.2M |
| 2022 | 19,012 | $558.7M | $0 | $56.2M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | RECORDKEEPER | $628,572 | — | $628,572 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — RECORDKEEPER
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $628,572
- Estimated Expense Ratio: 0.084% 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 | $628,572 | — | $628,572 | — | — |
| 2023 | $604,760 | — | $604,760 | — | — |
| 2022 | $564,797 | — | $564,797 | — | — |