# Baycare Health System 401(k) Plan
Source: https://planprovider.pro/companies/baycare-health-system-401k-plan

> Baycare Health System's 401(k) plan: 33,101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baycare Health System

- **Sponsor EIN:** 592796965

- **Sponsor Address:** 2985 DREW ST., CLEARWATER, FL, 33759

- **Plan Type:** 401(k)

- **Total Participants:** 33,101

- **Total Assets:** $3.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|33,101|$3.1B|$94.7M|$195.0M|

| 2023|31,828|$2.7B|$87.7M|$178.3M|

| 2022|29,289|$2.2B|$77.4M|$160.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$1,443,105|—|$1,443,105|

| CAPFINANCIAL PARTNERS, LLC|CONSULTANT|$135,000|—|$135,000|

| KPMG LLP|CONSULTANT|$30,900|—|$30,900|

| HILL WARD HENDERSON|CONSULTANT|$17,676|—|$17,676|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — CONSULTANT

- [HILL WARD HENDERSON](https://planprovider.pro/provider/hill-ward-henderson) — CONSULTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,626,681

- **Estimated Expense Ratio:** 0.052% 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|$1,626,681|—|$5,700|—|—|

| 2023|$1,639,702|—|$7,500|$23,500|—|

| 2022|$1,816,809|—|—|—|—|

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