Plan Snapshot
- Plan Sponsor: Ascension Health Dba Ascension Healthcare
- Sponsor EIN: 366891022
- Sponsor Address: 4600 EDMUNDSON ROAD, ST. LOUIS, MO, 63134
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $8.0B
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 | 0 | $8.0B | $0 | $0 |
| 2023 | 0 | $8.1B | $0 | $0 |
| 2022 | 0 | $8.0B | $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 |
|---|---|---|---|---|
| NISA INVESTMENT ADVISOR, LLC | Other Service Provider | $2,937,578 | — | $2,937,578 |
| WILLIS TOWERS WATSON US LLC | Actuary | $2,435,021 | — | $2,435,021 |
| ASCENSION HEALTH | Recordkeeper | $2,303,498 | — | $2,303,498 |
| NORTHERN TRUST | Custodian / Trustee | $1,894,988 | — | $1,894,988 |
| BLACKROCK FINANCIAL MANAGEMENT INC. | Other Service Provider | $1,289,151 | — | $1,289,151 |
| III CAPITAL MANAGEMENT | Other Service Provider | $676,253 | — | $676,253 |
| MERCER WFSINC | Investment Advisor | $652,231 | — | $652,231 |
| GRESHAM INVESTMENT MANAGEMENT LLC | Other Service Provider | $581,533 | — | $581,533 |
| PASSAIC PARTNERS LLC | Other Service Provider | $570,960 | — | $570,960 |
| CORECOMMODITY MANAGEMENT, LLC | Other Service Provider | $341,521 | — | $341,521 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $299,816 | — | $299,816 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $293,112 | — | $293,112 |
| UB GREENSFELDER LLP | ERISA Attorney | $155,184 | — | $155,184 |
| WESTERN ASSET MANAGEMENT CO LLC | Other Service Provider | $148,738 | — | $148,738 |
| ROCKLAND TRUST | Other Service Provider | $136,392 | — | $136,392 |
| DELOITTE CONSULTING LLP | Other Service Provider | $125,000 | — | $125,000 |
| PACE STAFFING ALTERNATIVES, INC | Other Service Provider | $108,000 | — | $108,000 |
| BDO USA | Auditor | $76,566 | — | $76,566 |
| AQR CAPITAL MANAGEMENT, LLC | Other Service Provider | $75,306 | — | $75,306 |
| INSTITUTIONAL SHAREHOLDERS SERVICES | Other Service Provider | $45,731 | — | $45,731 |
| CLIFTONLARSONALLEN, LLP | Auditor | $28,193 | — | $28,193 |
| DELOITTE TAX LLP | Other Service Provider | $26,847 | — | $26,847 |
| QFLOW SYSTEMS, LLC | Recordkeeper | $24,388 | — | $24,388 |
| BARDIN HILL INVESTMENT PARTNERS, LP | Other Service Provider | $22,015 | — | $22,015 |
| MSCI | Other Service Provider | $14,494 | — | $14,494 |
| USI CONSULTING GROUP | Other Service Provider | $9,090 | — | $9,090 |
| M & D PRINTING INC | Other Service Provider | $9,044 | — | $9,044 |
| BAILLIE GIFFORD OVERSEAS LTD | Other Service Provider | $5,992 | — | $5,992 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
- MERCER WFSINC — Investment Advisor
- UB GREENSFELDER LLP — ERISA Attorney
- BDO USA — Auditor
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,286,642
- Estimated Expense Ratio: 0.192% 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 | $177,621,878 | $7,022,813 | $105,913 | — | — |
| 2023 | $276,952,313 | $6,968,828 | $121,913 | — | — |
| 2022 | $482,739,018 | $11,252,450 | — | — | $1,606,953 |