# The Methodist Hospitals, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-methodist-hospitals-inc-401k-plan

> The Methodist Hospitals, INC.'s 401(k) plan: 2,960 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Methodist Hospitals, INC.

- **Sponsor EIN:** 350868133

- **Sponsor Address:** 600 RICHARD GORDON HATCHER BLVD, GARY, IN, 46402

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

- **Total Participants:** 2,960

- **Total Assets:** $191.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,960|$191.2M|$3.1M|$8.4M|

| 2023|2,983|$167.1M|$2.9M|$7.5M|

| 2022|2,923|$141.5M|$2.7M|$6.8M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|NONE KNOWN|$296,536|—|$296,536|

| CAPTRUST FINANCIAL ADVISORS|NONE KNOWN|—|$30,396|$30,396|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $326,932

- **Estimated Expense Ratio:** 0.171% 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|$296,536|—|$286,561|—|—|

| 2023|$218,132|—|$217,132|—|—|

| 2022|$311,809|—|$311,809|—|—|

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