# Baptist Health South Florida, INC. 403(b) Plan
Source: https://planprovider.pro/companies/baptist-health-south-florida-inc-403b-plan

> Baptist Health South Florida, INC.'s 403(b) plan: 27,513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [GRANT THORNTON, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/baptist-health-south-florida-inc-403b-plan)

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