Plan Snapshot
- Plan Sponsor: Promedica Health System, INC.
- Sponsor EIN: 341517671
- Sponsor Address: 100 MADISON AVENUE, TOLEDO, OH, 43604
- Plan Type: 403(b)
- Total Participants: 3,561
- Total Assets: $200.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,561 | $200.5M | $0 | $10.6M |
| 2023 | 2,809 | $186.0M | $0 | $11.0M |
| 2022 | 3,147 | $165.4M | $0 | $10.0M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $15,200 | — | $15,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,200
- Estimated Expense Ratio: 0.008% 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 | $190,443 | $25,913 | — | $15,200 | — |
| 2023 | $138,401 | $22,403 | $300 | $16,000 | — |
| 2022 | $123,851 | $15,049 | $108,366 | — | $436 |