Plan Snapshot
- Plan Sponsor: Baptist Health Ventures, INC.
- Sponsor EIN: 592415910
- Sponsor Address: 125 BAPTIST WAY, STE 6A, PENSACOLA, FL, 32503
- Plan Type: 401(k)
- Total Participants: 472
- Total Assets: $34.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 472 | $34.8M | $16,905 | $233,420 |
| 2023 | 487 | $31.1M | $27,633 | $121,888 |
| 2022 | 476 | $27.4M | $122,533 | $353,675 |
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 | $4,385 | — | $4,385 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,385
- Estimated Expense Ratio: 0.013% 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 | $93,058 | $20,747 | $27,250 | $4,385 | — |
| 2023 | $96,159 | $15,131 | $24,436 | $26,023 | — |
| 2022 | $71,641 | — | — | — | — |