Plan Snapshot
- Plan Sponsor: Beaumont Health
- Sponsor EIN: 474896200
- Sponsor Address: BSC 433, HUMAN RESOURCES/RETIREMENT, SOUTHFIELD, MI, 48033
- Plan Type: 401(k)
- Plan Number: 100
- Total Participants: 0
- Total Assets: $1.7B
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 | 0 | $1.7B | $0 | $0 |
| 2023 | 0 | $1.6B | $0 | $0 |
| 2022 | 0 | $1.5B | $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 |
|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT CO. | Other Service Provider | $419,554 | — | $419,554 |
| LEGAL & GENERAL INVESTMENT MGMT | Other Service Provider | $360,693 | — | $360,693 |
| EDGEWOOD MANAGEMENT LLC | Other Service Provider | $165,249 | — | $165,249 |
| HEITMAN AMERICA REAL ESTATE TRUST | Other Service Provider | $150,204 | — | $150,204 |
| PINEBRIDGE INVESTMENTS LLC | Other Service Provider | — | $140,345 | $140,345 |
| EAGLE CAPITAL MANAGEMENT, LLC | Investment Advisor | $111,897 | — | $111,897 |
| STATE STREET BANK & TRUST CO | Other Service Provider | $21,806 | — | $21,806 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EAGLE CAPITAL MANAGEMENT, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,369,748
- Estimated Expense Ratio: 0.079% 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 | $1,402,203 | $1,402,203 | — | — | — |
| 2023 | $1,703,878 | $1,703,878 | — | — | — |
| 2022 | $1,973,589 | $1,973,589 | — | — | — |