# Multicare Health System 403(b) Plan
Source: https://planprovider.pro/companies/multicare-health-system-403b-plan

> Multicare Health System's 403(b) plan: 16,756 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Multicare Health System

- **Sponsor EIN:** 911352172

- **Sponsor Address:** PO BOX 5299 MAILSTOP 1313-5-HP, TACOMA, WA, 98415

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

- **Total Participants:** 16,756

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|16,756|$1.2B|$0|$107.4M|

| 2023|15,933|$993.7M|-$4,734|$97.2M|

| 2022|15,336|$818.6M|$0|$87.9M|

## 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 INSURANCE COMPANY|NONE|$1,140,725|—|$1,140,725|

| EMPOWER ADVISORY GROUP, LLC|NONE|$445,208|—|$445,208|

| FINANCIAL ENGINES ADVISORS LLC|NONE|$9,877|—|$9,877|

| CAMBRIDGE INVESTMENT RESEARCH|NONE|$8,619|—|$8,619|

| ABSOLUTE CAPITAL MANAGMENT LLC|NONE|$7,476|—|$7,476|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,611,905

- **Estimated Expense Ratio:** 0.138% 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|$1,591,622|—|—|—|—|

| 2023|$1,389,487|$339,497|—|—|—|

| 2022|$1,306,249|$286,381|—|—|$1,200|

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