Plan Snapshot
- Plan Sponsor: Stanford Health Care
- Sponsor EIN: 946174066
- Sponsor Address: 300 PASTEUR DRIVE, MC 5513, STANFORD, CA, 943055513
- Plan Type: 403(b)
- Total Participants: 25,626
- Total Assets: $6.9B
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 | 25,626 | $6.9B | $309.1M | $329.0M |
| 2023 | 24,152 | $5.8B | $264.0M | $292.1M |
| 2022 | 22,681 | $4.5B | $228.8M | $251.9M |
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 |
|---|---|---|---|---|
| FIDELITY INSTITUTIONAL OPERATIONS C | NONE | $1,710,838 | — | $1,710,838 |
| MOSS ADAMS | NONE | $18,300 | — | $18,300 |
| BAKER TILLY US, LLP | Auditor | $18,300 | — | $18,300 |
| TIAA - TEACHERS INSURANCE AND ANNUI | NONE | $6,752 | — | $6,752 |
| WILLIS TOWERS WATSON | NONE | $5,407 | — | $5,407 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INSTITUTIONAL OPERATIONS C — NONE
- MOSS ADAMS — NONE
- BAKER TILLY US, LLP — Auditor
- TIAA - TEACHERS INSURANCE AND ANNUI — NONE
- WILLIS TOWERS WATSON — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,759,597
- Estimated Expense Ratio: 0.025% 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 | $1,866,895 | — | — | $18,300 | — |
| 2023 | $1,591,579 | — | $1,591,579 | — | — |
| 2022 | $1,585,848 | — | $1,585,848 | — | — |