# Ascension Health Dba Ascension Healthcare 401(k) Plan
Source: https://planprovider.pro/companies/ascension-health-dba-ascension-healthcare-366891022-001

> Ascension Health Dba Ascension Healthcare's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — Actuary

- [MERCER WFSINC](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

- [UB GREENSFELDER LLP](https://planprovider.pro/provider/ub-greensfelder-llp) — ERISA Attorney

- [BDO USA](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Missouri Bankers Association](https://planprovider.pro/companies/missouri-bankers-association-436207542-501) — 1,170 participants

- [Aberdeen Asset Management](https://planprovider.pro/companies/aberdeen-asset-management-300711678-001) — 0 participants

- [Aberdeen Asset Management](https://planprovider.pro/companies/aberdeen-asset-management-367180580-001) — 0 participants

- [Aberdeen Asset Management](https://planprovider.pro/companies/aberdeen-asset-management-454709464-001) — 0 participants

- [Aberdeen Asset Management](https://planprovider.pro/companies/aberdeen-asset-management-611581337-001) — 0 participants

- [Aberdeen Asset Management](https://planprovider.pro/companies/aberdeen-asset-management-800772769-001) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ascension-health-dba-ascension-healthcare-366891022-001)

© 2026 PlanProvider.Pro