# Trinity Health Corporation 401(k) Plan
Source: https://planprovider.pro/companies/trinity-health-corporation-401k-plan

> Trinity Health Corporation's 401(k) plan: 10,131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [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:** $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|—|—|—|

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