Plan Snapshot
- Plan Sponsor: Sutter Health
- Sponsor EIN: 942788907
- Sponsor Address: 2200 RIVER PLAZA DRIVE, SACRAMENTO, CA, 95833
- Plan Type: DB
- Plan Number: 333
- Total Participants: 40,026
- Total Assets: $6.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 40,026 | $6.2B | $0 | $0 |
| 2023 | 37,201 | $5.9B | $0 | $0 |
| 2022 | 34,955 | $5.8B | $0 | $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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | Recordkeeper | $2,681,250 | — | $2,681,250 |
| MARATHON-LONDON | Other Service Provider | $1,924,255 | — | $1,924,255 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $1,636,131 | — | $1,636,131 |
| DEPRINCE RACE & ZOLLO INC. | Other Service Provider | $1,562,356 | — | $1,562,356 |
| NEXT CENTURY GROWTH INV, LLC | Other Service Provider | $1,494,512 | — | $1,494,512 |
| CAPITAL GUARDIAN TRUST COMPANY | Other Service Provider | $1,385,395 | — | $1,385,395 |
| SANDS CAPITAL MGMT, LLC | Other Service Provider | $1,139,417 | — | $1,139,417 |
| TIMESSQUARE CAPITAL MGMT, LLC | Other Service Provider | $992,119 | — | $992,119 |
| DODGE & COX | Other Service Provider | $718,154 | — | $718,154 |
| BRANDYWINE GLOBAL INV. MGMT | Other Service Provider | $645,885 | — | $645,885 |
| VERUS | Other Service Provider | $441,423 | — | $441,423 |
| TREMBLANT CAPITAL LP | Other Service Provider | $434,097 | — | $434,097 |
| WILLIS TOWERS WATSON | Recordkeeper | $393,676 | — | $393,676 |
| WESTERN ASSET MGMT CO. | Other Service Provider | $390,606 | — | $390,606 |
| PZENA INVESTMENT MGMT | Other Service Provider | $334,815 | — | $334,815 |
| HUBER CAPITAL MGMT, LLC | Other Service Provider | $318,615 | — | $318,615 |
| KROLL | Other Service Provider | $276,308 | — | $276,308 |
| MERGANSER CAPITAL MGMT | Other Service Provider | $241,365 | — | $241,365 |
| ALBOURNE AMERICA LLC | Other Service Provider | $233,000 | — | $233,000 |
| CONDUENT HR SERVICES, LLC | Other Service Provider | $204,000 | — | $204,000 |
| URBAN INVESTMENT ADVISORS | Other Service Provider | $174,996 | — | $174,996 |
| BAILLIE GIFFORD | Other Service Provider | $161,226 | — | $161,226 |
| HERRONPALMER | Other Service Provider | $82,490 | — | $82,490 |
| ERNST & YOUNG LLP | Auditor | $80,258 | — | $80,258 |
| SECURITY CAPITAL RESEARCH & MGMT | Other Service Provider | $73,237 | — | $73,237 |
| PARAMETRIC | Other Service Provider | $53,846 | — | $53,846 |
| GENSTAR CAPITAL PARTNERS IX, L.P | Other Service Provider | $40,705 | — | $40,705 |
| JP MORGAN INSTITUTIONAL INV. | Other Service Provider | $37,199 | — | $37,199 |
| BURGISS GROUP LLC | Other Service Provider | $36,160 | — | $36,160 |
| MELLON INVESTMENTS CORPORATION | Other Service Provider | $24,098 | — | $24,098 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- WILLIS TOWERS WATSON — Recordkeeper
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,211,594
- Estimated Expense Ratio: 0.296% 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 | $24,554,225 | $11,766,432 | $2,885,250 | $80,258 | — |
| 2023 | $24,143,449 | $11,144,651 | $2,813,925 | $181,314 | — |
| 2022 | $25,033,684 | $14,344,723 | $1,343,809 | — | $1,783,971 |