# Stanford Health Care 403(b) Plan
Source: https://planprovider.pro/companies/stanford-health-care-403b-plan

> Stanford Health Care's 403(b) plan: 25,626 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — NONE

- [MOSS ADAMS](https://planprovider.pro/provider/milliman) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [TIAA - TEACHERS INSURANCE AND ANNUI](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|

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