# Valley Presbyterian Hospital 403(b) Plan
Source: https://planprovider.pro/companies/valley-presbyterian-hospital-403b-plan

> Valley Presbyterian Hospital's 403(b) plan: 1,688 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$107,850|—|$107,850|

| MORGAN STANLEY GLOBAL BANKING|CONSULTING|$37,960|—|$37,960|

| MUTUAL OF AMERICA LIFE INS. CO.|RECORD KEEPER|$7,411|—|$7,411|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [MORGAN STANLEY GLOBAL BANKING](https://planprovider.pro/provider/jp-morgan-asset-management) — CONSULTING

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $153,221

- **Estimated Expense Ratio:** 0.171% 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|$233,900|$37,960|—|—|—|

| 2023|$220,357|$46,399|—|—|—|

| 2022|$202,620|$77,459|—|—|$26,333|

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

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