# Stanford Health Care Tri-Valley DC Plan
Source: https://planprovider.pro/companies/stanford-health-care-tri-valley-plan-004

> Stanford Health Care Tri-Valley's DC plan: 1,754 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 Tri-Valley

- **Sponsor EIN:** 941429628

- **Sponsor Address:** 1111 EAST STANLEY BLVD, LIVERMORE, CA, 94550

- **Plan Type:** DC

- **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|

| FID INV INST OPS CO|NONE|$97,196|—|$97,196|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $97,196

- **Estimated Expense Ratio:** 0.065% 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|$96,796|—|$600|—|—|

| 2023|$86,328|—|—|—|—|

| 2022|$80,021|—|—|—|—|

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