Plan Snapshot
- Plan Sponsor: Indiana University Health INC.
- Sponsor EIN: 351955872
- Sponsor Address: 340 WEST 10TH STREET, INDIANAPOLIS, IN, 46202
- Plan Type: 401(k)
- Total Participants: 40,158
- Total Assets: $4.5B
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 | 40,158 | $4.5B | $122.6M | $231.7M |
| 2023 | 38,402 | $3.9B | $114.9M | $209.7M |
| 2022 | 38,554 | $3.2B | $116.8M | $213.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $1,692,727 | — | $1,692,727 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $865,671 | — | $865,671 |
| AON INVESTMENTS USA INC. | Other Service Provider | $126,281 | — | $126,281 |
| VESTIA ADVISORS LLC | Investment Advisor | $71,580 | — | $71,580 |
| TOTAL WEALTH PLANNING LLC | Other Service Provider | $27,818 | — | $27,818 |
| CHARLES SCHWAB & CO, INC. | Recordkeeper | $18,985 | — | $18,985 |
| REGAL INVESTMENT ADVISORS LLC | Other Service Provider | $14,409 | — | $14,409 |
| DEERFIELD FINANCIAL ADVISORS I | Other Service Provider | $10,720 | — | $10,720 |
| WALLINGTON ASSET MANAGEMENT LLC | Other Service Provider | $9,302 | — | $9,302 |
| PHILLIPS FINANCIAL MANAGEMENT | Other Service Provider | $8,499 | — | $8,499 |
| CREATIVE PLANNING LLC | Investment Advisor | $8,288 | — | $8,288 |
| TEEPLE WEALTH MANAGEMENT LLC | Investment Advisor | $8,186 | — | $8,186 |
| PRECEDENT FINANCIAL STRATEGIES | Other Service Provider | $7,220 | — | $7,220 |
| QDRO CONSULTANTS COMPANY, LLC | Other Service Provider | $7,200 | — | $7,200 |
| BEDEL FINANCIAL CONSULTING INC | Other Service Provider | $6,906 | — | $6,906 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $6,441 | — | $6,441 |
| FISHER INVESTMENTS | Recordkeeper | $6,237 | — | $6,237 |
| COMPREHENSIVE FINANCIAL | Other Service Provider | $6,188 | — | $6,188 |
| DONALDSON CAPITAL MANAGEMENT | Other Service Provider | $5,864 | — | $5,864 |
| HURLOW WEALTH MGMT GROUP INC. | Other Service Provider | $5,109 | — | $5,109 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VESTIA ADVISORS LLC — Investment Advisor
- CHARLES SCHWAB & CO, INC. — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- TEEPLE WEALTH MANAGEMENT LLC — Investment Advisor
- FISHER INVESTMENTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,913,631
- Estimated Expense Ratio: 0.065% 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 | $2,979,099 | $2,845,618 | — | — | — |
| 2023 | $2,701,975 | $2,635,930 | — | — | — |
| 2022 | $2,984,316 | $2,907,276 | — | — | — |