PlanOptica
Retirement plan

STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

STANFORD HEALTH CAREEIN 94-6174066Plan #002PY 2024
Sign in to saveView 5500 PDF
300 PASTEUR DRIVE, MC 5513 - STANFORD, CA 943055513650-498-5349LinkedIn51-200 employeesmedical practice
Other plans on this EIN
2 filings
#004Retirement-$54.3M assets#006Retirement--
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
DIANA JANIS
Signed 07/31/2025
(650) 498-5349
Plan administrator signer
MARGARET WILSON
Signed 07/31/2025
How to read this page

Summary metrics

Total assets (EOY)
$6931.3M
-11.0% from 2016
Total participants
39,275
-7.1% from 2016
Average account balance
$181,799
-1.5% from 2016
Annual return
15.03%
-7.81 pp from 2016

Benchmarks

See 275 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort275 peers
Snapshot2024
Participant deferral / active EE
$12,838
median $4,708
Employer contribution / active EE
$12,062
median $2,014
Participation rate
95.5%
median 86.4%
Avg account balance
$181,799
median $64,875
Admin fee / account holder
$49
median $50
Annual return
15.03%
median 14.66%
Overall peer rank
78th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$6.93B
Average account balance
Total assets / participants with a balance (line 6g)
$182K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
38,126
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
95.5%
Contributions (total)
Employer and participant dollars contributed each year
$638.08M
Contributions per participant
Average employer and participant contribution per enrolled participant
$25K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+15.03%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$49
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 4 by compensation
ProviderService typeCompensation
FIDELITY INSTITUTIONAL OPERATIONS C7 years
Service code 37 · EIN 04-2647786
Loan Processing
$1,710,838
MOSS ADAMS1 year
Service code 10 · EIN 91-0189318
Accounting
$18,300
TIAA - TEACHERS INSURANCE AND ANNUI3 years
Service code 50 · EIN 13-1624203
Direct Payment
$6,752
WILLIS TOWERS WATSON1 year
Service code 16 · EIN 53-0181291
Consulting
$5,407

Top hat statement on fileNQDC

Filed April 25, 2011 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2F2L2M2R2T2G3F3H
Plan features
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2L
    Code section 403(b)(1) arrangement
    Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
  • 2M
    Code section 403(b)(7) accounts
    Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$1.9M
$73 / participant
  • Recordkeeping$2M91.7%
  • Other / not subdivided$155K8.3%
% of EOY assets
0.027%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
BAKER TILLY US, LLP
Auditor EIN
301413443
Audit fees
$18,300
Opinion code
Unqualified