Plan Snapshot
- Plan Sponsor: St. Luke'S Health Network, INC.
- Sponsor EIN: 231352213
- Sponsor Address: ST. LUKE'S HEALTH CENTER, 2ND FLOOR, ALLENTOWN, PA, 18109
- Plan Type: 403(b)
- Total Participants: 20,984
- Total Assets: $810.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 20,984 | $810.2M | $0 | $103.8M |
| 2023 | 19,666 | $655.6M | $16,065 | $90.9M |
| 2022 | 18,568 | $503.4M | $0 | $79.3M |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $890,799 | — | — | — | — |
| 2023 | $886,935 | — | — | — | — |
| 2022 | $652,486 | — | — | — | — |