Plan Snapshot
- Plan Sponsor: Deaconess Health System, INC.
- Sponsor EIN: 351532889
- Sponsor Address: 600 MARY STREET, EVANSVILLE, IN, 47747
- Plan Type: 403(b)
- Total Participants: 526
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 526 | $18.9M | $0 | $0 |
| 2023 | 472 | $19.8M | $0 | $0 |
| 2022 | 595 | $19.4M | $0 | $0 |
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 | $13,353 | — | $13,353 |
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INST OPS CO — RECORDKEEPER
- BLUE & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,353
- Estimated Expense Ratio: 0.071% 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 | $16,041 | $2,688 | — | — | — |
| 2023 | $4,357 | $2,444 | — | — | — |
| 2022 | $3,256 | $2,019 | — | — | — |