Plan Snapshot
- Plan Sponsor: Ascension
- Sponsor EIN: 453358926
- Sponsor Address: 4600 EDMUNDSON RD, ST LOUIS, MO, 63134
- Plan Type: 401(k)
- Plan Number: 512
- Total Participants: 89,864
- Total Assets: $178.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 89,864 | $178.2M | $78.7M | $100.2M |
| 2023 | 110,624 | $216.9M | $99.6M | $101.0M |
| 2022 | 111,911 | $212.2M | $117.3M | $102.3M |
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 |
|---|---|---|---|---|
| SEDGWICK CMS INC. | Recordkeeper | $6,645,313 | — | $6,645,313 |
| DELTA DENTAL OF MISSOURI | Recordkeeper | $1,942,620 | — | $1,942,620 |
| ASCENSION HEALTHCARE | Recordkeeper | $1,162,363 | — | $1,162,363 |
| TELUS HEALTH | Recordkeeper | $1,080,702 | — | $1,080,702 |
| ASCENSION WI EMPLOYER SOLUTIONS EAP | Recordkeeper | $309,267 | — | $309,267 |
| LOOMIS SAYLES & CO, L.P. | Investment Advisor | $118,490 | — | $118,490 |
| GREENSFELDER, HEMKER, & GALE, PC | ERISA Attorney | $114,717 | — | $114,717 |
| NORTHERN TRUST | Custodian / Trustee | $83,896 | — | $83,896 |
| VISION SERVICE PLAN | Recordkeeper | $70,495 | — | $70,495 |
| CLIFTONLARSONALLEN, LLP | Auditor | $58,800 | — | $58,800 |
| WESTERN ASSET MGMT CO. | Investment Advisor | $45,328 | — | $45,328 |
| AON CONSULTING | Recordkeeper | $27,500 | — | $27,500 |
| GREEN ROOM COMMUNICATIONS | Other Service Provider | $13,274 | — | $13,274 |
| KOPYTEK INC | Other Service Provider | $11,251 | — | $11,251 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $10,949 | — | $10,949 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
- AON CONSULTING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,694,965
- Estimated Expense Ratio: 6.564% 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 | $11,005,623 | — | $10,747,263 | — | — |
| 2023 | $11,443,729 | — | $11,214,565 | — | — |
| 2022 | $11,203,217 | $225,267 | $10,977,950 | — | — |