# Munson Healthcare 401(k) Plan
Source: https://planprovider.pro/companies/munson-healthcare-401k-plan

> Munson Healthcare's 401(k) plan: 8,394 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Munson Healthcare

- **Sponsor EIN:** 382640544

- **Sponsor Address:** 1105 6TH STREET, TRAVERSE CITY, MI, 49684

- **Plan Type:** 401(k)

- **Total Participants:** 8,394

- **Total Assets:** $123.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|8,394|$123.9M|$13.6M|$459,853|

| 2023|8,478|$107.1M|$12.8M|$472,775|

| 2022|8,421|$88.9M|$12.0M|$502,491|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$135,544|—|$135,544|

| WARNER NORCROSS & JUDD LLP|LEGAL|$35,051|—|$35,051|

| STIFEL, NICOLAUS & CO|INVESTMENT ADVISOR|$16,648|—|$16,648|

| PLANTE & MORAN, PLLC|Auditor|$4,750|—|$4,750|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [WARNER NORCROSS & JUDD LLP](https://planprovider.pro/provider/warner-norcross-judd-llp) — LEGAL

- [STIFEL, NICOLAUS & CO](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — INVESTMENT ADVISOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $191,993

- **Estimated Expense Ratio:** 0.155% 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|$191,993|$16,648|—|$4,750|—|

| 2023|$191,698|$15,378|—|$13,750|—|

| 2022|$221,600|$18,130|—|—|$60,601|

## Similar Plans

- [Comprehensive Care Services, INC.](https://planprovider.pro/companies/comprehensive-care-services-inc-plan) — 828 participants

- [University Physician Group](https://planprovider.pro/companies/university-physician-group-403b-plan) — 652 participants

- [Organ Procurement Agency Of Michigan, Dba Gift Of Life Michigan](https://planprovider.pro/companies/gift-of-life-michigan-plan) — 389 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/munson-healthcare-401k-plan)

© 2026 PlanProvider.Pro