Plan Snapshot
- Plan Sponsor: Adventhealth Benefits Administrative Committee
- Sponsor EIN: 592170012
- Sponsor Address: 900 HOPE WAY, ALTAMONTE SPRINGS, FL, 32714
- Plan Type: 401(k)
- Total Participants: 3,853
- Total Assets: $332.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3,853 | $332.4M | $0 | $0 |
| 2023 | 68 | $3.0M | $0 | $0 |
| 2022 | 279 | $3.2M | $0 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $112,547 | — | $112,547 |
| MERRILL LYNCH RETIREMENT | INVESTMENT ADVISOR | $32,385 | — | $32,385 |
| PFF O'CONNOR DAVIES, LLP | ACCOUNTANT/AUDITOR | $6,225 | — | $6,225 |
| SMITH & DOWNEY | ATTORNEY/LEGAL | $5,328 | — | $5,328 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PFF O'CONNOR DAVIES, LLP — ACCOUNTANT/AUDITOR
- SMITH & DOWNEY — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,485
- Estimated Expense Ratio: 0.047% 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 | $158,176 | $2,265 | $300 | — | — |
| 2023 | $1,733 | $10 | — | — | — |
| 2022 | $3,340 | — | $3,340 | — | — |