Plan Snapshot
- Plan Sponsor: Torrance Health Association
- Sponsor EIN: 330073515
- Sponsor Address: 3330 LOMITA BOULEVARD, TORRANCE, CA, 905055073
- Plan Type: DB
- Total Participants: 1,123
- Total Assets: $436.3M
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. |
|---|---|---|---|---|
| 2024 | 1,123 | $436.3M | $0 | $0 |
| 2023 | 1,183 | $431.5M | $0 | $0 |
| 2022 | 1,270 | $405.9M | $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 |
|---|---|---|---|---|
| LOOMIS SAYLES | Other Service Provider | $181,330 | — | $181,330 |
| PAYDEN & RYGEL | Other Service Provider | $146,256 | — | $146,256 |
| CLEARBRIDGE INVESTMENTS, LLC | Other Service Provider | $123,796 | — | $123,796 |
| ZACKS | Other Service Provider | $113,617 | — | $113,617 |
| NUVEEN | Other Service Provider | $111,502 | — | $111,502 |
| LAZARD ASSET MANAGEMENT, LLC | Other Service Provider | $106,331 | — | $106,331 |
| MERCER | Other Service Provider | $102,950 | — | $102,950 |
| GUARDIAN FINANCIAL | Other Service Provider | $100,000 | — | $100,000 |
| EAGLE ASSET MANAGEMENT | Other Service Provider | $82,448 | — | $82,448 |
| RENAISSANCE | Other Service Provider | $68,713 | — | $68,713 |
| REINHART PARTNERS | Other Service Provider | $56,393 | — | $56,393 |
| CHARLES SCHWAB | Recordkeeper | $56,058 | — | $56,058 |
| ERNST & YOUNG | Auditor | $43,000 | — | $43,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB — Recordkeeper
- ERNST & YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,292,394
- Estimated Expense Ratio: 0.296% 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 | $1,721,188 | $1,090,386 | — | $43,000 | — |
| 2023 | $3,332,031 | $1,023,792 | — | $42,720 | — |
| 2022 | $1,110,330 | $1,026,366 | — | — | — |