Plan Snapshot
- Plan Sponsor: Tidalhealth, INC.
- Sponsor EIN: 522132761
- Sponsor Address: 100 EAST CARROLL STREET, SALISBURY, MD, 218015422
- Plan Type: DB
- Total Participants: 4,926
- Total Assets: $163.4M
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 | 4,926 | $163.4M | $0 | $0 |
| 2023 | 4,540 | $158.3M | $0 | $0 |
| 2022 | 4,398 | $148.8M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $297,975 | — | $297,975 |
| WASATCH ADVISORS | Investment Advisor | $101,794 | — | $101,794 |
| HAMLIN CAPITAL MANAGEMENT LLC | Investment Advisor | $58,194 | — | $58,194 |
| LOOMIS, SAYLES, & COMPANY | Investment Advisor | $39,990 | — | $39,990 |
| WINSLOW CAPITAL MANAGEMENT | Investment Advisor | $28,100 | — | $28,100 |
| FRANKLIN TEMPLETON PPG, LLC | Investment Advisor | $26,796 | — | $26,796 |
| CONGRESS ASSET MGMT CO. | Investment Advisor | $20,672 | — | $20,672 |
| BROWN ADVISORY | Investment Advisor | $16,688 | — | $16,688 |
| ATALANTA SOSNOFF MANAGEMENT | Investment Advisor | $15,869 | — | $15,869 |
| PNC BANK | Custodian / Trustee | $15,077 | — | $15,077 |
| NEW CENTURY ADVISORS | Other Service Provider | $13,099 | — | $13,099 |
| HARDING LOEVNER | Investment Advisor | $11,343 | — | $11,343 |
| POLEN CAPITAL MANAGEMENT | Other Service Provider | $6,149 | — | $6,149 |
| CLEARBRIDGE ADVISORS | Investment Advisor | $5,859 | — | $5,859 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
- HARDING LOEVNER — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $657,605
- Estimated Expense Ratio: 0.403% 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 | $574,801 | $418,112 | — | — | — |
| 2023 | $754,646 | $706,553 | — | — | — |
| 2022 | $863,513 | — | — | — | $863,513 |