# Shands Teaching Hospital And Clinics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shands-teaching-hospital-and-clinics-inc-401k-plan

> Shands Teaching Hospital And Clinics, INC.'s 401(k) plan: 12,706 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shands Teaching Hospital And Clinics, INC.

- **Sponsor EIN:** 591943502

- **Sponsor Address:** 1600 SW ARCHER RD,, GAINESVILLE, FL, 326100337

- **Plan Type:** 401(k)

- **Total Participants:** 12,706

- **Total Assets:** $486.9M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|12,706|$486.9M|$53.8M|$0|

| 2023|10,470|$421.1M|$49.0M|$0|

| 2022|9,794|$348.7M|$43.3M|$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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$122,110|—|$122,110|

| BKS RETIREMENT SERVICES|ADVISORY|$25,000|—|$25,000|

| JAMES MOORE & CO, PL.|AUDITOR|$18,000|—|$18,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $165,110

- **Estimated Expense Ratio:** 0.034% 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|$165,110|$25,000|$122,110|$18,000|—|

| 2023|$112,634|$34,000|$78,634|—|—|

| 2022|$144,059|$69,433|$74,626|—|—|

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