# St. Rose Hospital 403(b) Plan
Source: https://planprovider.pro/companies/st-rose-hospital-403b-plan

> St. Rose Hospital's 403(b) plan: 710 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — 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|

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