# Torrance Health Association 403(b) Plan
Source: https://planprovider.pro/companies/torrance-health-association-403b-plan

> Torrance Health Association's 403(b) plan: 5,025 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Torrance Health Association

- **Sponsor EIN:** 330073515

- **Sponsor Address:** 3330 LOMITA BLVD, TORRANCE, CA, 905055073

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

- **Total Participants:** 5,025

- **Total Assets:** $406.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|5,025|$406.1M|$0|$26.9M|

| 2023|4,810|$368.4M|$443|$25.7M|

| 2022|4,608|$316.6M|$0|$23.9M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$435,260|—|$435,260|

| FIDELITY INVESTMENTS|RECORDKEEPER|$12,568|—|$12,568|

| COMMERCIAL SUPPORT SERVICES|SERVICE PROVIDER|$12,000|—|$12,000|

| METLIFE LIFE INSURANCE COMPANY|RECORDKEEPER|$8,692|—|$8,692|

| VOYA RETIREMENT INSURANCE AND ANNUI|INVEST ADVISORY|$7,993|—|$7,993|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $476,513

- **Estimated Expense Ratio:** 0.117% 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|$476,777|$9,973|$464,209|—|—|

| 2023|$425,577|$8,116|$417,461|—|—|

| 2022|$436,139|—|$436,139|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/torrance-health-association-403b-plan)

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