# Commonspirit Health 401(k) Plan
Source: https://planprovider.pro/companies/commonspirit-health-401k-plan-002

> Commonspirit Health&#39;s 401(k) plan: 91,977 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Commonspirit Health

- **Sponsor EIN:** 470617373

- **Sponsor Address:** 3900 OLYMPIC BLVD, SUITE 300, ERLANGER, KY, 41018

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

- **Total Participants:** 91,977

- **Total Assets:** $8.8B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|91,977|$8.8B|$346.5M|$582.5M|

| 2023|90,345|$7.9B|$324.1M|$574.6M|

| 2022|86,688|$6.1B|$323.8M|$565.2M|

## 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|

| FID INVEST INST OPS CO|RECORDKEEPER|$3,477,670|—|$3,477,670|

| COMMONSPIRIT HEALTH|PLAN ADMIN|$37,760|—|$37,760|

| POLSINELLI PC|LEGAL|$37,760|—|$37,760|

| QDRO CONSULTANTS COMPANY, LLC|CONSULTANT|$20,100|—|$20,100|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FID INVEST INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [POLSINELLI PC](https://planprovider.pro/provider/polsinelli-pc) — LEGAL

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,573,290

- **Estimated Expense Ratio:** 0.040% 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|$2,030,348|—|—|—|—|

| 2023|$4,077,426|—|—|—|—|

| 2022|$4,140,565|—|—|—|$152,398|

## Similar Plans

- [Commonspirit Health](https://planprovider.pro/companies/commonspirit-health-401k-plan-010) — 28,491 participants

- [Norton Healthcare, INC.](https://planprovider.pro/companies/norton-healthcare-inc-403b-plan) — 22,952 participants

- [Baptist Healthcare System](https://planprovider.pro/companies/baptist-healthcare-system-inc-plan-002) — 18,334 participants

- [Uofl Health, INC.](https://planprovider.pro/companies/uofl-health-inc-401k-plan) — 11,211 participants

- [Appalachian Regional Healthcare, INC.](https://planprovider.pro/companies/appalachian-regional-healthcare-inc-403b-plan-004) — 6,098 participants

- [Commonwealth Health Corporation](https://planprovider.pro/companies/commonwealth-health-corporation-plan-005) — 4,425 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/commonspirit-health-401k-plan-002)

&copy; 2026 PlanProvider.Pro
