# Indiana University Health INC. 401(k) Plan
Source: https://planprovider.pro/companies/indiana-university-health-inc-401k-plan

> Indiana University Health INC.'s 401(k) plan: 40,158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|INVESTMENT|$865,671|—|$865,671|

| AON INVESTMENTS USA INC.|OTHER|$126,281|—|$126,281|

| VESTIA ADVISORS LLC|NONE|$71,580|—|$71,580|

| TOTAL WEALTH PLANNING LLC|NONE|$27,818|—|$27,818|

| CHARLES SCHWAB & CO, INC.|NONE|$18,985|—|$18,985|

| REGAL INVESTMENT ADVISORS LLC|NONE|$14,409|—|$14,409|

| DEERFIELD FINANCIAL ADVISORS I|NONE|$10,720|—|$10,720|

| WALLINGTON ASSET MANAGEMENT LLC|NONE|$9,302|—|$9,302|

| PHILLIPS FINANCIAL MANAGEMENT|NONE|$8,499|—|$8,499|

| CREATIVE PLANNING LLC|NONE|$8,288|—|$8,288|

| TEEPLE WEALTH MANAGEMENT LLC|NONE|$8,186|—|$8,186|

| PRECEDENT FINANCIAL STRATEGIES|NONE|$7,220|—|$7,220|

| QDRO CONSULTANTS COMPANY, LLC|OTHER|$7,200|—|$7,200|

| BEDEL FINANCIAL CONSULTING INC|NONE|$6,906|—|$6,906|

| ENVESTNET ASSET MANAGEMENT INC|NONE|$6,441|—|$6,441|

| FISHER INVESTMENTS|NONE|$6,237|—|$6,237|

| COMPREHENSIVE FINANCIAL|NONE|$6,188|—|$6,188|

| DONALDSON CAPITAL MANAGEMENT|NONE|$5,864|—|$5,864|

| HURLOW WEALTH MGMT GROUP INC.|NONE|$5,109|—|$5,109|

| FORVIS MAZARS US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VESTIA ADVISORS LLC](https://planprovider.pro/provider/vestia-personal-wealth-advisors) — NONE

- [CHARLES SCHWAB & CO, INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [TEEPLE WEALTH MANAGEMENT LLC](https://planprovider.pro/provider/teeple-wealth-management-llc) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [FORVIS MAZARS US, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## 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|—|—|—|

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