Plan Snapshot
- Plan Sponsor: Stanford Health Care Tri-Valley
- Sponsor EIN: 941429628
- Sponsor Address: 1111 EAST STANLEY BLVD, LIVERMORE, CA, 94550
- Plan Type: 403(b)
- Total Participants: 1,754
- Total Assets: $150.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,754 | $150.0M | $8.3M | $16.2M |
| 2023 | 1,685 | $116.4M | $7.1M | $14.1M |
| 2022 | 1,498 | $83.6M | $6.1M | $11.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $96,796 | — | $600 | — | — |
| 2023 | $86,328 | — | — | — | — |
| 2022 | $80,021 | — | — | — | — |