# Baxter Shared Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/baxter-shared-services-llc-470778355-511

> Baxter Shared Services, LLC's 401(k) plan: 829 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — 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|—|—|

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