# Adventhealth Benefits Administrative Committee 401(k) Plan
Source: https://planprovider.pro/companies/adventhealth-benefits-administration-committee-plan

> Adventhealth Benefits Administrative Committee's 401(k) plan: 3,853 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PFF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — ACCOUNTANT/AUDITOR

- [SMITH & DOWNEY](https://planprovider.pro/provider/smith-and-downey-pa) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/adventhealth-benefits-administration-committee-plan)

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