# Beacon Health System, INC. 401(k) Plan
Source: https://planprovider.pro/companies/beacon-health-system-inc-401k-plan

> Beacon Health System, INC.'s 401(k) plan: 1,410 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beacon Health System, INC.

- **Sponsor EIN:** 453864076

- **Sponsor Address:** 615 N MICHIGAN ST, SOUTH BEND, IN, 46601

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

- **Total Participants:** 1,410

- **Total Assets:** $58.8M

## 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|1,410|$58.8M|$0|$0|

| 2023|1,523|$54.3M|$0|$0|

| 2022|1,637|$49.6M|$0|$0|

## 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|$106,458|—|$106,458|

| FORVIS, LLP|AUDITOR|$9,850|—|$9,850|

### 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

- [FORVIS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $116,308

- **Estimated Expense Ratio:** 0.198% 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|$117,060|$753|—|$9,850|—|

| 2023|$131,011|$8,364|—|$10,500|—|

| 2022|$100,213|$835|—|—|$8,600|

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