Plan Snapshot
- Plan Sponsor: Sharp Healthcare
- Sponsor EIN: 956077327
- Sponsor Address: 8695 SPECTRUM CENTER BLVD., SAN DIEGO, CA, 921231489
- Plan Type: DB
- Total Participants: 13,999
- Total Assets: $686.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13,999 | $686.7M | $30.0M | $13.2M |
| 2023 | 13,524 | $678.5M | $30.0M | $12.5M |
| 2022 | 13,460 | $453.5M | $25.2M | $9.1M |
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 |
|---|---|---|---|---|
| BDO USA,PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA,PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,288,388 | $2,395,344 | $34,644 | — | — |
| 2023 | $4,111,253 | $2,341,570 | $34,195 | — | — |
| 2022 | $3,030,452 | $1,712,024 | $12,068 | — | — |