# Wellspan Health 403(b) Plan
Source: https://planprovider.pro/companies/wellspan-health-403b-plan-005

> Wellspan Health's 403(b) plan: 21,551 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wellspan Health

- **Sponsor EIN:** 222517863

- **Sponsor Address:** 3350 WHITEFORD ROAD, YORK, PA, 17402

- **Plan Type:** 403(b)

- **Total Participants:** 21,551

- **Total Assets:** $2.6B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|21,551|$2.6B|$94.6M|$133.7M|

| 2023|21,551|$2.3B|$89.4M|$125.1M|

| 2022|20,617|$1.8B|$84.7M|$117.0M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$1,245,897|—|$1,245,897|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGEMENT|$262,453|—|$262,453|

| ALOKE DESNPANDE DBA SMARTPATH, INC.|CONSULTING|$238,845|—|$238,845|

| WELLSPAN HEALTH|OTHER FEES|$100,285|—|$100,285|

| VESTIA ADVISORS LLC|OTHER FEES|$21,443|—|$21,443|

| FLEXIBLE PLAN INVESTMENTS, LTD|ADVISOR|$8,685|—|$8,685|

| PAULSON WEALTH MANAGEMENT|OTHER FEES|$5,610|—|$5,610|

| CHARLES SCHWAB & CO.|BROKERAGE SERVICES|$5,177|—|$5,177|

| STAMBAUGH NESS, INC.|AUDITOR|—|—|$0|

### Verified Provider Profiles

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

- [VESTIA ADVISORS LLC](https://planprovider.pro/provider/vestia-personal-wealth-advisors) — OTHER FEES

- [CHARLES SCHWAB & CO.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — BROKERAGE SERVICES

- [STAMBAUGH NESS, INC.](https://planprovider.pro/provider/stambaugh-ness-inc) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,888,395

- **Estimated Expense Ratio:** 0.071% 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|$1,894,967|—|—|$649,046|—|

| 2023|$1,583,870|$308,713|—|$21,915|—|

| 2022|$990,410|—|$990,410|—|—|

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