# Goshen Health 401(k) Plan
Source: https://planprovider.pro/companies/goshen-health-system-inc-401k-plan

> Goshen Health's 401(k) plan: 1,858 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goshen Health

- **Sponsor EIN:** 351974765

- **Sponsor Address:** 200 HIGH PARK AVENUE, GOSHEN, IN, 465264810

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

- **Total Participants:** 1,858

- **Total Assets:** $265.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,858|$265.6M|$4.3M|$10.0M|

| 2023|1,854|$244.6M|$4.5M|$9.6M|

| 2022|1,869|$207.6M|$4.0M|$9.5M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$229,794|—|$229,794|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $229,794

- **Estimated Expense Ratio:** 0.087% 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|$258,893|—|—|—|—|

| 2023|$230,699|—|—|—|—|

| 2022|$242,584|—|—|—|—|

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