Plan Snapshot
- Plan Sponsor: Baptist Health South Florida, INC.
- Sponsor EIN: 650267668
- Sponsor Address: 6855 RED ROAD, CORAL GABLES, FL, 33143
- Plan Type: 403(b)
- Total Participants: 27,513
- Total Assets: $2.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 27,513 | $2.7B | $100.1M | $169.8M |
| 2023 | 26,139 | $2.3B | $92.1M | $157.1M |
| 2022 | 25,214 | $1.9B | $81.9M | $144.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $2,644,057 | — | $2,644,057 |
| LARSON FINANCIAL GROUP | SECURITIES BROKER | $8,461 | — | $8,461 |
| SLATESTONE WEALTH LLC | SECURITES BROKER | $8,077 | — | $8,077 |
| GRANT THORNTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- GRANT THORNTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,660,595
- Estimated Expense Ratio: 0.100% 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 | $2,690,316 | $46,260 | — | — | — |
| 2023 | $2,259,934 | $39,568 | — | — | — |
| 2022 | $1,919,142 | $40,126 | — | — | — |