Original filing (PDF)20251015171731NAL0002804531001

PROVIDENCE HEALTH & SERVICES

Name: PROVIDENCE HEALTH & SERVICES — 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: PROVIDENCE HEALTH & SERVICES

Form 5500

FILING_RECEIVED

401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

99% in single holding

Active participants

88,899

Accounts w/ balance

108,009

Plan assets (EOY)

$10.1B

Net assets (EOY)

$10.1B

How this plan invests

This plan

1 pooled trust

Schedule D

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROVIDENCE HEALTH & SERVICES.

Plan sponsor

Name

PROVIDENCE HEALTH & SERVICES

EIN

51-0216586

Address

1801 LIND AVE SW · RENTON, WA · 98057

Phone

(888) 687-3753

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4.2M	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$1.4M	—
7SM	20-4028622	—	CONSULTANT	$396K	—
MILLIMAN	91-0675641	—	CONSULTANT

Investments

4 direct securities · 1 pooled fund· $19.4B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$9.7B

3 holdings

Master Trust

$9.7B

1 holding

Participant loans

$115.1M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Interest Held in Master Trust Various (includes Registered	—	—	—	$9.7B	95.9%
	PROVIDENCE ST JOSEPH HEALTH MT

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