Plan Snapshot
- Plan Sponsor: St. Luke'S Health System, Ltd.
- Sponsor EIN: 562570681
- Sponsor Address: 190 E BANNOCK, BOISE, ID, 83712
- Plan Type: 401(k)
- Total Participants: 18,672
- Total Assets: $769.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 18,672 | $769.9M | $64.6M | $0 |
| 2023 | 17,370 | $671.8M | $58.6M | $0 |
| 2022 | 16,714 | $561.9M | $41.1M | $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 |
|---|---|---|---|---|
| FIDELITY INVEST INSTITUTIONAL OPS | RECORDKEEPER | $607,493 | — | $607,493 |
| STRATEGIC ADVISORS, INC | ADVISOR | $300,567 | — | $300,567 |
| RVK INC | ADVISOR | $21,173 | — | $21,173 |
| EIDE BAILLY | ACCOUNTANT/AUDITOR | $16,760 | — | $16,760 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVEST INSTITUTIONAL OPS — RECORDKEEPER
- STRATEGIC ADVISORS, INC — ADVISOR
- EIDE BAILLY — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $945,993
- Estimated Expense Ratio: 0.123% 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 | $946,137 | $338,644 | — | — | — |
| 2023 | $844,874 | $257,716 | — | — | — |
| 2022 | $871,949 | $871,816 | — | — | — |