# Sutter Health 401(k) Plan
Source: https://planprovider.pro/companies/sutter-health-401k-plan

> Sutter Health's 401(k) plan: 2,552 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sutter Health

- **Sponsor EIN:** 942788907

- **Sponsor Address:** 2200 RIVER PLAZA DRIVE, SACRAMENTO, CA, 95833

- **Plan Type:** 401(k)

- **Total Participants:** 2,552

- **Total Assets:** $179.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|2,552|$179.6M|$155,848|$3.9M|

| 2023|2,714|$167.4M|$157,157|$3.8M|

| 2022|2,853|$149.4M|$137,921|$3.7M|

## 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 INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$86,202|—|$86,202|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $86,202

- **Estimated Expense Ratio:** 0.048% 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|$86,202|—|—|—|—|

| 2023|$92,669|—|—|—|—|

| 2022|$99,226|—|—|—|—|

## Similar Plans

- [Cottage Health](https://planprovider.pro/companies/cottage-health-401k-plan) — 2,610 participants

- [Rollinsnelson Grp, LLC](https://planprovider.pro/companies/rollinsnelson-grp-llc-retirement-plan) — 2,614 participants

- [Cedars-Sinai](https://planprovider.pro/companies/cedars-sinai-medical-center-plan-001) — 2,473 participants

- [San Antonio Regional Hospital](https://planprovider.pro/companies/san-antonio-regional-hospital-401k-plan) — 2,362 participants

- [Northbay Healthcare Corporation](https://planprovider.pro/companies/northbay-healthcare-corporation-403b-plan) — 2,769 participants

- [College Hospital Group, INC.](https://planprovider.pro/companies/college-hospital-group-inc-401k-plan) — 2,810 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sutter-health-401k-plan)

© 2026 PlanProvider.Pro