Plan Snapshot
- Plan Sponsor: Bjc Health System
- Sponsor EIN: 431617558
- Sponsor Address: 8300 EAGER ROAD, ST. LOUIS, MO, 63144
- Plan Type: 401(k)
- Total Participants: 32,079
- Total Assets: $2.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 32,079 | $2.3B | $43.3M | $167.7M |
| 2023 | 32,042 | $2.0B | $37.4M | $138.3M |
| 2022 | 29,675 | $1.7B | $33.5M | $129.2M |
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 INSTITUTIONAL | Recordkeeper | $350,142 | — | $350,142 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $220,059 | — | $220,059 |
| CAPTRUST | Investment Advisor | $105,000 | — | $105,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- CAPTRUST — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $675,201
- Estimated Expense Ratio: 0.030% 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 | $2,467,582 | — | — | — | — |
| 2023 | $2,731,745 | — | — | — | — |
| 2022 | $2,433,877 | — | — | — | — |