Plan Snapshot
- Plan Sponsor: Trinity Health Corporation
- Sponsor EIN: 351443425
- Sponsor Address: 20555 VICTOR PARKWAY, LIVONIA, MI, 48152
- Plan Type: 401(k)
- Total Participants: 10,131
- Total Assets: $779.5M
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 | 10,131 | $779.5M | $10.7M | $11.6M |
| 2023 | 5,709 | $721.9M | $6.6M | $11.3M |
| 2022 | 5,942 | $654.7M | $8.7M | $11.7M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $165,031 | — | $165,031 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $73,871 | — | $73,871 |
| PLANTE & MORAN, PLLC | AUDITOR | $30,200 | — | $30,200 |
| MERCER | CONSULTANT | $8,305 | — | $8,305 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- PLANTE & MORAN, PLLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $277,407
- Estimated Expense Ratio: 0.036% 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 | $407,921 | $73,871 | $5,058 | $30,200 | — |
| 2023 | $464,346 | $57,238 | — | $26,000 | — |
| 2022 | $489,524 | $54,648 | — | — | — |