Plan Snapshot
- Plan Sponsor: Ssm Health Care Corp.
- Sponsor EIN: 466029223
- Sponsor Address: 12800 CORPORATE HILL DRIVE, ST LOUIS, MO, 63131
- Plan Type: 401(k)
- Total Participants: 3,849
- Total Assets: $1.4B
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 | 3,849 | $1.4B | $22.6M | $35.0M |
| 2023 | 3,846 | $1.3B | $23.4M | $33.6M |
| 2022 | 4,727 | $1.2B | $25.2M | $37.1M |
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 | $79,694 | — | $79,694 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $53,301 | — | $53,301 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $33,591 | — | $33,591 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $23,064 | — | $23,064 |
| UB GREENSFELDER LLC | ERISA Attorney | $7,444 | — | $7,444 |
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
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- UB GREENSFELDER LLC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,094
- Estimated Expense Ratio: 0.014% 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 | $194,067 | $80,312 | $900 | — | — |
| 2023 | $621,133 | $37,018 | $1,200 | — | — |
| 2022 | $889,001 | — | $889,001 | — | — |