# Medstar Health, INC. 403(b) Plan
Source: https://planprovider.pro/companies/medstar-health-inc-403b-plan

> Medstar Health, INC.'s 403(b) plan: 35,033 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medstar Health, INC.

- **Sponsor EIN:** 522087445

- **Sponsor Address:** 10980 GRANTCHESTER WAY, COLUMBIA, MD, 21044

- **Plan Type:** 403(b)

- **Total Participants:** 35,033

- **Total Assets:** $3.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|35,033|$3.5B|$64.9M|$207.9M|

| 2023|32,983|$3.0B|$56.6M|$190.5M|

| 2022|31,251|$2.4B|$52.4M|$180.9M|

## 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|

| EMPOWER ANNUITY INS. CO. OF AMERICA|NONE|$1,302,000|—|$1,302,000|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,302,000

- **Estimated Expense Ratio:** 0.038% 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|$1,302,000|—|—|—|—|

| 2023|$1,176,668|$7,774|$810,136|—|—|

| 2022|$1,388,724|—|$1,388,724|—|—|

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