# St. Luke'S Health System, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/st-luke-s-health-system-ltd-401k-plan

> St. Luke'S Health System, Ltd.'s 401(k) plan: 18,672 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/st-luke-s-health-system-ltd-401k-plan)

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