# Trinity Health Corporation 403(b) Plan
Source: https://planprovider.pro/companies/trinity-health-corporation-403b-plan

> Trinity Health Corporation's 403(b) plan: 668 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:** 403(b)

- **Total Participants:** 668

- **Total Assets:** $403.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|668|$403.3M|$0|$0|

| 2023|746|$384.7M|$0|$0|

| 2022|817|$359.8M|$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|

| FID INV INST OPS CO|RECORDKEEPER|$32,540|—|$32,540|

| PLANTE & MORAN PLLC|AUDIT|$19,000|—|$19,000|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,540

- **Estimated Expense Ratio:** 0.013% 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|$64,576|$4,334|$1,515|$19,000|—|

| 2023|$52,546|$3,917|$864|—|—|

| 2022|$76,743|$3,893|—|—|$1,528|

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