Plan Snapshot
- Plan Sponsor: Sutter Health
- Sponsor EIN: 942788907
- Sponsor Address: 2200 RIVER PLAZA DRIVE, SACRAMENTO, CA, 95833
- Plan Type: DC
- Total Participants: 59,303
- Total Assets: $7.6B
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 59,303 | $7.6B | $38.7M | $579.8M |
| 2023 | 54,954 | $6.5B | $34.8M | $523.2M |
| 2022 | 50,273 | $5.3B | $32.2M | $473.9M |
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 | $1,844,270 | — | $1,844,270 |
| 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 — RECORDKEEPER
- 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: $1,844,270
- Estimated Expense Ratio: 0.024% 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 | $1,844,270 | — | $12,300 | — | — |
| 2023 | $1,721,317 | — | $13,500 | — | — |
| 2022 | $1,681,766 | — | — | — | — |