# Sharp Healthcare DB Plan
Source: https://planprovider.pro/companies/sharp-healthcare-plan-003

> Sharp Healthcare's DB plan: 13,999 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:** 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|

| RUSSELL INVESTMENTS TRUST COMPANY|TRUST|$2,429,988|$131,043|$2,561,031|

| BDO USA,PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [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:** $2,561,031

- **Estimated Expense Ratio:** 0.373% 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|$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|—|—|

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