Plan Snapshot
- Plan Sponsor: Saint Luke'S Health System
- Sponsor EIN: 431747502
- Sponsor Address: 901 E. 104TH STREET, KANSAS CITY, MO, 64131
- Plan Type: 401(k)
- Total Participants: 13,255
- Total Assets: $491.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 13,255 | $491.8M | $43.1M | $0 |
| 2023 | 12,441 | $427.4M | $41.2M | $0 |
| 2022 | 12,361 | $340.6M | $38.2M | $0 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $126,179 | — | $126,179 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $54,542 | — | $54,542 |
| CAPTRUST | Investment Advisor | $26,703 | — | $26,703 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- CAPTRUST — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $207,424
- Estimated Expense Ratio: 0.042% 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 | $204,131 | $187,718 | — | — | — |
| 2023 | $175,602 | $149,134 | $1,290 | — | — |
| 2022 | $178,780 | $96,327 | — | — | — |