# Beaumont Health 401(k) Plan
Source: https://planprovider.pro/companies/beaumont-health-474896200-100

> Beaumont Health's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/beaumont-health-474896200-100)

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