Plan Snapshot
- Plan Sponsor: Saint Luke'S Health System
- Sponsor EIN: 431747502
- Sponsor Address: 901 E. 104TH STREET, KANSAS CITY, MO, 64131
- Plan Type: 403(b)
- Total Participants: 13,418
- Total Assets: $960.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 13,418 | $960.9M | $16 | $85.7M |
| 2023 | 12,722 | $831.1M | $0 | $80.3M |
| 2022 | 14,148 | $673.0M | $1,303 | $73.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $1,008,951 | — | $1,008,951 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $313,487 | — | $313,487 |
| CAPTRUST | Investment Advisor | $26,703 | — | $26,703 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- CAPTRUST — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,349,141
- Estimated Expense Ratio: 0.140% 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 | $1,344,017 | $485,332 | $2,100 | — | — |
| 2023 | $1,421,119 | $265,496 | $1,800 | — | — |
| 2022 | $1,356,525 | $224,179 | — | — | — |