# Valley Children'S Hospital 403(b) Plan
Source: https://planprovider.pro/companies/valley-children-s-hospital-403b-plan

> Valley Children'S Hospital's 403(b) plan: 3,806 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MOSS ADAMS, LLP](https://planprovider.pro/provider/milliman) — AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [PATHWAYS ADVISORY GROUP INC](https://planprovider.pro/provider/pathways-advisory-group-inc) — INVESTMENT ADVISOR

- [REGENCY INVESTMENT ADVISORS](https://planprovider.pro/provider/regency-investment-advisors-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valley-children-s-hospital-403b-plan)

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