Plan Snapshot
- Plan Sponsor: St. Rose Hospital
- Sponsor EIN: 941668344
- Sponsor Address: 27200 CALAROGA AVENUE, HAYWARD, CA, 945454383
- Plan Type: 403(b)
- Total Participants: 710
- Total Assets: $63.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 710 | $63.5M | $969,517 | $4.1M |
| 2023 | 699 | $56.0M | $844,433 | $3.7M |
| 2022 | 662 | $47.1M | $805,319 | $3.5M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $64,162 | — | $64,162 |
| BAKER TILLY MANAGEMENT LLC | INVESTMENT ADVISORY | $18,750 | — | $18,750 |
| JWT & ASSOCIATES. LLP | AUDITOR | $9,750 | — | $9,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,662
- Estimated Expense Ratio: 0.146% 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 | $92,662 | $18,750 | — | $9,750 | — |
| 2023 | $89,436 | $25,000 | — | $9,750 | — |
| 2022 | $151,934 | $34,375 | — | — | $9,250 |