# Beaumont Health DC Plan
Source: https://planprovider.pro/companies/beaumont-health-plan-003

> Beaumont Health's DC plan: 1,367 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:** 381426919

- **Sponsor Address:** HUMAN RESOURCES/RETIREMENT/FLOOR 3C, SOUTHFIELD, MI, 48033

- **Plan Type:** DC

- **Total Participants:** 1,367

- **Total Assets:** $48.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,367|$48.8M|$1.8M|$0|

| 2023|1,584|$46.3M|$1.8M|$0|

| 2022|1,677|$41.9M|$1.7M|$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|

| FIDELITY INVESTMENTS INST OPS|RECORDKPNG/ CONTRACT ADM|$48,706|—|$48,706|

| GEORGE JOHNSON & COMPANY|AUDITOR|$21,000|—|$21,000|

| PLANTE & MORAN, PLLC|Auditor|$21,000|—|$21,000|

| STIFEL PEARL STREET INV MGMNT|INV ADVISOR|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INST OPS](https://planprovider.pro/provider/fidelity-investments) — RECORDKPNG/ CONTRACT ADM

- [GEORGE JOHNSON & COMPANY](https://planprovider.pro/provider/george-johnson-and-company) — AUDITOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

- [STIFEL PEARL STREET INV MGMNT](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — INV ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,706

- **Estimated Expense Ratio:** 0.210% 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|$84,598|$14,392|$300|$21,000|—|

| 2023|$92,598|$16,703|—|$21,000|—|

| 2022|$89,485|—|—|—|—|

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