# Deaconess Health System, INC. 401(k) Plan
Source: https://planprovider.pro/companies/deaconess-health-system-inc-401k-plan

> Deaconess Health System, INC.'s 401(k) plan: 12,133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Deaconess Health System, INC.

- **Sponsor EIN:** 351532889

- **Sponsor Address:** 600 MARY STREET, EVANSVILLE, IN, 47747

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

- **Total Participants:** 12,133

- **Total Assets:** $854.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|12,133|$854.6M|$19.8M|$54.3M|

| 2023|9,838|$738.3M|$22.0M|$44.8M|

| 2022|8,651|$559.2M|$21.3M|$40.9M|

## 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|$211,640|—|$211,640|

| STRATEGIC ADVISORS, INC.|ADVISOR|$138,137|—|$138,137|

| BLUE & CO, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [BLUE & CO, LLC](https://planprovider.pro/provider/blue-and-co-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $349,777

- **Estimated Expense Ratio:** 0.041% 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|$778,255|$138,137|—|—|—|

| 2023|$417,359|$92,436|—|—|—|

| 2022|$137,560|$69,096|$68,464|—|—|

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

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