Plan Snapshot
- Plan Sponsor: Valley Children'S Hospital
- Sponsor EIN: 941294954
- Sponsor Address: 9300 VALLEY CHILDREN'S PLACE, MADERA, CA, 936368761
- Plan Type: 403(b)
- Total Participants: 3,806
- Total Assets: $611.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 3,806 | $611.8M | $19.4M | $24.4M |
| 2023 | 3,590 | $550.2M | $17.2M | $21.8M |
| 2022 | 3,419 | $479.3M | $16.8M | $20.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $463,471 | — | $463,471 |
| MERCER INVESTMENTS LLC | ADVISOR | $87,753 | — | $87,753 |
| MOSS ADAMS, LLP | AUDITOR | $27,563 | — | $27,563 |
| BAKER TILLY US, LLP | Auditor | $27,563 | — | $27,563 |
| HUB INVESTMENT PARTNERS LLC | INVESTMENT ADVISOR | $16,474 | — | $16,474 |
| PATHWAYS ADVISORY GROUP INC | INVESTMENT ADVISOR | $12,138 | — | $12,138 |
| REGENCY INVESTMENT ADVISORS | INVESTMENT ADVISOR | $10,819 | — | $10,819 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- MOSS ADAMS, LLP — AUDITOR
- BAKER TILLY US, LLP — Auditor
- PATHWAYS ADVISORY GROUP INC — INVESTMENT ADVISOR
- REGENCY INVESTMENT ADVISORS — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $645,781
- Estimated Expense Ratio: 0.106% 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 | $626,843 | $132,608 | — | $27,563 | — |
| 2023 | $494,510 | $88,450 | — | $26,775 | — |
| 2022 | $851,304 | $66,464 | — | — | $58,382 |