# Beth Israel Lahey Health 401(k) Plan
Source: https://planprovider.pro/companies/beth-israel-deaconess-medical-center-401k-plan

> Beth Israel Lahey Health's 401(k) plan: 15,698 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beth Israel Lahey Health

- **Sponsor EIN:** 042103881

- **Sponsor Address:** 330 BROOKLINE AVENUE, BOSTON, MA, 022155400

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

- **Total Participants:** 15,698

- **Total Assets:** $1.6B

## 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|15,698|$1.6B|$37.3M|$58.6M|

| 2023|15,190|$1.4B|$37.0M|$56.8M|

| 2022|13,896|$1.2B|$32.6M|$50.6M|

## 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|

| WILLIS TOWERS WATSON|CONSULTANT|$866,917|—|$866,917|

| STRATEGIC ADVISORS, INC|INV ADVISOR|$474,575|—|$474,575|

| FID INV INSTL OPS CO|RECORDKEEPER/ INV MGT|$169,022|—|$169,022|

| BDO|AUDIT|$36,029|—|$36,029|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC](https://planprovider.pro/provider/creative-planning) — INV ADVISOR

- [FID INV INSTL OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER/ INV MGT

- [BDO](https://planprovider.pro/provider/bdo-usa-pc) — AUDIT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,546,543

- **Estimated Expense Ratio:** 0.097% 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|$1,546,543|$474,575|—|$36,029|—|

| 2023|$1,266,580|$467,428|$658,726|$14,468|—|

| 2022|$304,975|$366,100|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/beth-israel-deaconess-medical-center-401k-plan)

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