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: 28,491
- Total Assets: $2.9B
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 | 28,491 | $2.9B | $4.3M | $45.2M |
| 2023 | 29,259 | $2.6B | $1.8M | $3.2M |
| 2022 | 28,337 | $2.0B | $1.2M | $2.0M |
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 INV INST OPS CO | Recordkeeper | $368,722 | — | $368,722 |
| QDRO CONSULTANTS | Other Service Provider | $31,992 | — | $31,992 |
| POLSINELLI PC | ERISA Attorney | $13,161 | — | $13,161 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INST OPS CO — Recordkeeper
- POLSINELLI PC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $413,875
- Estimated Expense Ratio: 0.014% 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 | $414,885 | — | — | — | — |
| 2023 | $360,086 | — | — | — | — |
| 2022 | $58,664 | — | — | — | — |