Plan Snapshot
- Plan Sponsor: Medstar Health, INC.
- Sponsor EIN: 522087445
- Sponsor Address: 10980 GRANTCHESTER WAY, COLUMBIA, MD, 21044
- Plan Type: 401(k)
- Plan Number: 099
- Total Participants: 0
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 0 | $1.3B | $0 | $0 |
| 2023 | 0 | $1.2B | $0 | $0 |
| 2022 | 0 | $1.1B | $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 |
|---|---|---|---|---|
| MARATHON-LONDON | Other Service Provider | $557,728 | — | $557,728 |
| SCHRODER INVESTMENT MGMT N.A. | Other Service Provider | $251,524 | — | $251,524 |
| HOTCHKIS AND WILEY CAPITAL MGMT | Other Service Provider | $210,770 | — | $210,770 |
| AXIOM INTERNATIONAL INVESTORS LLC | Other Service Provider | $207,331 | — | $207,331 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $185,023 | — | $185,023 |
| LOOMIS SAYLES | Other Service Provider | $180,710 | — | $180,710 |
| BURGUNDY ASSET MANAGEMENT | Other Service Provider | $167,408 | — | $167,408 |
| CAMBRIDGE ASSOCIATES LLC | Other Service Provider | $165,750 | — | $165,750 |
| DSM CAPITAL PARTNERS, LLC | Other Service Provider | $146,267 | — | $146,267 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $139,883 | — | $139,883 |
| NORTHERN TRUST COMPANY | Other Service Provider | $128,068 | — | $128,068 |
| INCOME RESEARCH & MGMT, INC. | Other Service Provider | $106,702 | — | $106,702 |
| ROBERT W. BAIRD AND COMPANY | Other Service Provider | $99,642 | — | $99,642 |
| COLUMBIA MGMT INVESTMENT ADVISOR | Investment Advisor | $95,034 | — | $95,034 |
| PGIM, INC | Recordkeeper | $41,178 | — | $41,178 |
| BLOOMBERG FINANCE L.P. | Other Service Provider | $15,900 | — | $15,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- COLUMBIA MGMT INVESTMENT ADVISOR — Investment Advisor
- PGIM, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,698,918
- Estimated Expense Ratio: 0.212% 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 | $2,708,243 | $2,389,201 | $181,650 | — | — |
| 2023 | $2,811,869 | $2,404,279 | $178,400 | — | — |
| 2022 | $2,777,193 | $2,486,310 | — | — | $245,962 |