Plan Snapshot
- Plan Sponsor: Steward Health Care
- Sponsor EIN: 272473240
- Sponsor Address: 2811 MCKINNEY AVE, DALLAS, TX, 75204
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 8,838 | $1.6B | $5.0M | $90.2M |
| 2023 | 29,533 | $1.8B | $5.7M | $115.2M |
| 2022 | 33,563 | $1.7B | $20.4M | $127.4M |
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. | ADVISOR | $187,027 | — | $187,027 |
| CAPFINANCIAL PARTNERS, LLC | CONSULTANT | $90,041 | — | $90,041 |
| JOHNSONO'CONNORFERON&CAR | ACCOUNTANT/AUDITOR | $52,400 | — | $52,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $329,468
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 |
|---|---|---|---|---|---|
| 2025 | $337,435 | $6,039 | $300 | $90,000 | — |
| 2024 | $1,302,450 | $195,777 | $4,800 | $52,400 | — |
| 2023 | $1,283,322 | $161,841 | $4,800 | $39,885 | — |
| 2022 | $559,863 | $85,171 | — | — | — |