# Munson Healthcare 403(b) Plan
Source: https://planprovider.pro/companies/munson-healthcare-403b-plan

> Munson Healthcare's 403(b) plan: 8,230 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:** 403(b)

- **Total Participants:** 8,230

- **Total Assets:** $485.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|8,230|$485.7M|$7.5M|$35.6M|

| 2023|8,307|$436.1M|$6.8M|$34.4M|

| 2022|8,262|$377.4M|$7.4M|$33.7M|

## 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|$534,521|—|$534,521|

| STIFEL, NICOLAUS & COMPANY, INC.|BROKER|$73,352|—|$73,352|

| WARNER NORCROSS & JUDD LLP|LEGAL|$12,216|—|$12,216|

| PLANTE & MORAN|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

- [STIFEL, NICOLAUS & COMPANY, INC.](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — BROKER

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $624,839

- **Estimated Expense Ratio:** 0.129% 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|$624,840|$73,352|—|$4,750|—|

| 2023|$668,500|$74,624|$13,750|—|—|

| 2022|$699,046|$84,738|$27,450|—|$6,183|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/munson-healthcare-403b-plan)

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