# Steward Health Care 401(k) Plan
Source: https://planprovider.pro/companies/steward-health-care-401k-plan

> Steward Health Care's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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