Plan Snapshot
- Plan Sponsor: Baxter Shared Services, LLC
- Sponsor EIN: 470778355
- Sponsor Address: 17225 BURT STREET, OMAHA, NE, 68118
- Plan Type: 401(k)
- Plan Number: 511
- Total Participants: 829
- Total Assets: $366,975
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. |
|---|---|---|---|---|
| 2024 | 829 | $366,975 | $8.0M | $2.2M |
| 2023 | 509 | $402,805 | $4.6M | $1.6M |
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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $622,773 | $22,556 | $645,329 |
| SMITH HEALTH, INC. | Other Service Provider | $101,773 | — | $101,773 |
| PARETO HEALTH INTERMEDIATE HOLDINGS | Other Service Provider | $17,377 | $39,877 | $57,254 |
| GALLAGHER BENEFIT SERVICES | Investment Advisor | $28,368 | — | $28,368 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $832,724
- Estimated Expense Ratio: 226.916% 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 | $369,019 | — | $366,501 | — | — |
| 2023 | $276,243 | — | $275,097 | — | — |