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: 010
- Total Participants: 0
- Total Assets: $1.2B
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. |
|---|---|---|---|---|
| 2025 | 0 | $1.2B | $0 | $0 |
| 2024 | 0 | $972.6M | $0 | $0 |
| 2023 | 0 | $814.9M | $0 | $0 |
| 2022 | 0 | $681.6M | $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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Other Service Provider | $1,484,198 | — | $1,484,198 |
| CHARLES SCHWAB TRUST BANK | Other Service Provider | $454 | $167,029 | $167,483 |
| SYMMETRY PARTNERS | Other Service Provider | $45,391 | — | $45,391 |
| FORVIS MAZARS, LLP | Other Service Provider | $36,426 | — | $36,426 |
| MONETA GROUP INVESTMENT ADV | Other Service Provider | $27,165 | — | $27,165 |
| INDEPENDENT FINANCIAL ADVISORS | Other Service Provider | $10,224 | — | $10,224 |
| CHARLES SCHWAB & CO., INC. | Other Service Provider | $7,205 | — | $7,205 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,778,092
- Estimated Expense Ratio: 0.153% 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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |