Plan Snapshot
- Plan Sponsor: Saint Francis Health System INC
- Sponsor EIN: 731501972
- Sponsor Address: 6600 S. YALE AVENUE, TULSA, OK, 741363319
- Plan Type: 403(b)
- Total Participants: 810
- Total Assets: $366.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 810 | $366.1M | $43,344 | $119,532 |
| 2023 | 903 | $351.8M | $10.8M | $15.4M |
| 2022 | 991 | $298.8M | $18.1M | $13.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INST. OPS. CO. | Recordkeeper | $95,238 | — | $95,238 |
| ANDCO CONSULTING L.L.C. | Other Service Provider | $23,097 | — | $23,097 |
| EIDE BAILLY LLP | Auditor | $19,825 | — | $19,825 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INST. OPS. CO. — Recordkeeper
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,160
- Estimated Expense Ratio: 0.038% 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 | $138,160 | — | — | — | — |
| 2023 | $121,733 | — | — | — | — |
| 2022 | $121,407 | — | — | — | — |