Plan Snapshot
- Plan Sponsor: Stanford Health Care
- Sponsor EIN: 946174066
- Sponsor Address: 300 PASTEUR DRIVE, MC 5513, STANFORD, CA, 943055513
- Plan Type: DB
- Plan Number: 006
- Total Participants: 137
- Total Assets: $135.9M
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. |
|---|---|---|---|---|
| 2023 | 137 | $135.9M | $3.9M | $0 |
| 2022 | 429 | $155.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERCER | Investment Advisor | $1,352,454 | — | $1,352,454 |
| VANGUARD FIDUCIARY TRUST COMPANY | Custodian / Trustee | $109,863 | — | $109,863 |
| MOSS ADAMS | Other Service Provider | $33,500 | — | $33,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER — Investment Advisor
- VANGUARD FIDUCIARY TRUST COMPANY — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,495,817
- Estimated Expense Ratio: 1.100% 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 |
|---|---|---|---|---|---|
| 2023 | $2,316,161 | $76,115 | — | $33,500 | — |
| 2022 | $649,933 | $81,671 | — | — | $350,714 |