# The Health Trust 403(b) Plan
Source: https://planprovider.pro/companies/the-health-trust-403b-plan

> The Health Trust's 403(b) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Health Trust

- **Sponsor EIN:** 946050231

- **Sponsor Address:** 3180 NEWBERRY DRIVE, SUITE 200, SAN JOSE, CA, 95118

- **Plan Type:** 403(b)

- **Total Participants:** 11

- **Total Assets:** $8.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|11|$8.4M|$242,767|$362,094|

| 2023|93|$8.4M|$371,714|$381,270|

| 2022|90|$8.2M|$210,354|$387,109|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-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|$34,162|$13,603|$20,559|—|—|

| 2023|$25,755|$11,064|$14,691|—|—|

| 2022|$32,126|—|$32,126|—|—|

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