# Shands Teaching Hospital And Clinics, INC. 403(b) Plan
Source: https://planprovider.pro/companies/shands-teaching-hospital-and-clinics-inc-403b-plan

> Shands Teaching Hospital And Clinics, INC.'s 403(b) 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:** 1329 SW 16TH STREET, GAINESVILLE, FL, 32608

- **Plan Type:** 403(b)

- **Total Participants:** 12,706

- **Total Assets:** $624.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|12,706|$624.7M|$0|$57.7M|

| 2023|11,793|$559.6M|$0|$51.0M|

| 2022|11,144|$479.7M|-$441|$45.8M|

## 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|$686,889|—|$686,889|

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

| JAMES MOORE & CO.|AUDITORS|$13,000|—|$13,000|

| JAMES MOORE & COMPANY, PL|Auditor|$13,000|—|$13,000|

### 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

- [JAMES MOORE & CO.](https://planprovider.pro/provider/james-moore-and-co-pl) — AUDITORS

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $737,889

- **Estimated Expense Ratio:** 0.118% 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|$724,889|$25,000|$686,889|$13,000|—|

| 2023|$662,016|$34,000|$628,016|—|—|

| 2022|$664,426|$73,629|$590,797|—|—|

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