Plan Snapshot
- Plan Sponsor: Saint Francis Health System INC
- Sponsor EIN: 731501972
- Sponsor Address: 6600 S. YALE AVENUE, TULSA, OK, 741363319
- Plan Type: 401(k)
- Total Participants: 12,219
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 12,219 | $1.0B | $39.6M | $57.7M |
| 2023 | 10,537 | $867.1M | $23.6M | $36.9M |
| 2022 | 10,134 | $747.9M | $34.7M | $33.5M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $394,821 | — | — | — | — |
| 2023 | $343,815 | — | — | — | — |
| 2022 | $321,573 | — | — | — | — |