# Baptist Health 401(k) Plan
Source: https://planprovider.pro/companies/baptist-health-710236856-010

> Baptist Health's 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|—|

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