# William Beaumont Hospital 403(b) Plan
Source: https://planprovider.pro/companies/william-beaumont-hospital-403b-plan

> William Beaumont Hospital's 403(b) plan: 34,406 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William Beaumont Hospital

- **Sponsor EIN:** 381459362

- **Sponsor Address:** BSC 433, HUMAN RESOURCES/RETIREMENT, SOUTHFIELD, MI, 48033

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

- **Total Participants:** 34,406

- **Total Assets:** $3.0B

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|34,406|$3.0B|$79.1M|$153.3M|

| 2023|34,160|$2.6B|$46.6M|$145.3M|

| 2022|33,717|$2.2B|$46.8M|$146.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER ADMIN/ADV|$1,509,424|—|$1,509,424|

| FINANCIAL ENGINES|ADVISOR|$1,282,985|—|$1,282,985|

| STIFEL PEARL STREET|INV ADVISOR|$94,500|—|$94,500|

| PLANTE & MORAN, PLLC|Auditor|$29,100|—|$29,100|

| GEORGE JOHNSON & COMPANY|AUDITOR|$29,100|—|$29,100|

| WILLIS TOWERS WATSON|ACTUARIAL|$28,800|—|$28,800|

| LINCOLN FINANCIAL|CONTRACT ADMIN|$12,750|—|$12,750|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER ADMIN/ADV

- [STIFEL PEARL STREET](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — INV ADVISOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

- [GEORGE JOHNSON & COMPANY](https://planprovider.pro/provider/george-johnson-and-company) — AUDITOR

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARIAL

- [LINCOLN FINANCIAL](https://planprovider.pro/provider/lincoln-financial-group) — CONTRACT ADMIN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,986,659

- **Estimated Expense Ratio:** 0.101% 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|$2,950,345|$1,920,241|$12,750|$29,100|—|

| 2023|$2,869,241|$1,774,597|$19,575|$29,100|—|

| 2022|$2,988,646|—|—|—|—|

## Similar Plans

- [Corewell Health](https://planprovider.pro/companies/bhsh-system-d-b-a-spectrum-health-system-403b-plan) — 34,243 participants

- [Henry Ford Health System](https://planprovider.pro/companies/henry-ford-health-system-401k-plan) — 37,622 participants

- [Mclaren Health Care Corp.](https://planprovider.pro/companies/mclaren-health-care-corp-403b-plan) — 18,139 participants

- [Henry Ford Health System](https://planprovider.pro/companies/henry-ford-health-system-plan-005) — 13,077 participants

- [Henry Ford Health System](https://planprovider.pro/companies/henry-ford-health-system-plan-014) — 12,517 participants

- [Trinity Health Corporation](https://planprovider.pro/companies/trinity-health-corporation-401k-plan) — 10,131 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/william-beaumont-hospital-403b-plan)

© 2026 PlanProvider.Pro