Hoag Sheltered Savings Plan
Sponsored by Hoag Memorial Hospital Presbyterian · EIN 951643327 · Plan #005 · Newport Beach, CA
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 9,204
- With balances
- 11,498
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $420,452 |
| Sageview | Consulting (general) | $105,000 |