# Ballad Health 403(b) Plan
Source: https://planprovider.pro/companies/ballad-health-403b-plan

> Ballad Health's 403(b) plan: 12,134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ballad Health

- **Sponsor EIN:** 611771290

- **Sponsor Address:** 311 PRINCETON ROAD, SUITE 1, JOHNSON CITY, TN, 376012080

- **Plan Type:** 403(b)

- **Total Participants:** 12,134

- **Total Assets:** $616.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|12,134|$616.3M|$0|$0|

| 2023|11,769|$517.3M|$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|

| PYAPC|Auditor|$10,000|—|$10,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,000

- **Estimated Expense Ratio:** 0.002% 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|$325,017|$20,200|$288,421|$10,000|—|

| 2023|$299,552|$20,200|$242,352|—|$37,000|

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- [Ballad Health](https://planprovider.pro/companies/ballad-health-plan-003) — 4,963 participants

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