# Medstar Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/medstar-health-inc-522087445-099

> Medstar Health, INC.'s 401(k) plan: 0 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:** 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [COLUMBIA MGMT INVESTMENT ADVISOR](https://planprovider.pro/provider/ameriprise-financial-services-llc) — Investment Advisor

- [PGIM, INC](https://planprovider.pro/provider/alight-solutions) — 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|

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