Plan Snapshot
- Plan Sponsor: Valley Presbyterian Hospital
- Sponsor EIN: 951945832
- Sponsor Address: 15107 VANOWEN ST, VAN NUYS, CA, 91405
- Plan Type: DC
- Total Participants: 1,352
- Total Assets: $77.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,352 | $77.6M | $4.1M | $0 |
| 2023 | 1,351 | $70.9M | $4.8M | $0 |
| 2022 | 1,359 | $61.7M | $4.4M | $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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $79,092 | — | $79,092 |
| MORGAN STANLEY GLOBAL BANKING OPERA | ADVISOR | $62,954 | — | $62,954 |
| 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 — RECORD KEEPER
- MORGAN STANLEY GLOBAL BANKING OPERA — ADVISOR
- 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: $142,046
- Estimated Expense Ratio: 0.183% 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 | $246,381 | $62,954 | — | — | — |
| 2023 | $221,240 | $42,749 | — | — | — |
| 2022 | $188,244 | $54,788 | — | — | $20,620 |