Plan Snapshot
- Plan Sponsor: Baptist Health
- Sponsor EIN: 710236856
- Sponsor Address: 9601 BAPTIST HEALTH DRIVE, LITTLE ROCK, AR, 722057201
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 17,366
- Total Assets: $658.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 17,366 | $658.3M | $0 | $0 |
| 2024 | 11,558 | $563.5M | $45.5M | $462,420 |
| 2023 | 11,107 | $468.0M | $40.0M | $96,680 |
| 2022 | 10,987 | $398.5M | $36.8M | $341,030 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $17,298 | — | $17,298 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,298
- Estimated Expense Ratio: 0.003% 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 |
|---|---|---|---|---|---|
| 2025 | $47,434,778 | $102,798 | — | $17,298 | — |
| 2024 | $895,514 | — | — | — | — |
| 2023 | $876,882 | — | — | — | — |
| 2022 | $812,296 | — | — | — | $812,296 |