Plan Snapshot
- Plan Sponsor: Valley Presbyterian Hospital
- Sponsor EIN: 951945832
- Sponsor Address: 15107 VANOWEN STREET, VAN NUYS, CA, 91405
- Plan Type: 403(b)
- Total Participants: 1,688
- Total Assets: $89.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,688 | $89.4M | $1,238 | $7.3M |
| 2023 | 1,662 | $77.7M | $0 | $6.9M |
| 2022 | 1,614 | $65.2M | $739 | $6.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $233,900 | $37,960 | — | — | — |
| 2023 | $220,357 | $46,399 | — | — | — |
| 2022 | $202,620 | $77,459 | — | — | $26,333 |