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Original filing (PDF)20250918135045NAL0001406529001
SUTTER HEALTH
Form 5500
FILING_RECEIVED
SUTTER HEALTH 403(B) SAVINGS PLAN
403(b) retirement plan
Signals · 1
1 failed disclosure
Active participants
59,303
Accounts w/ balance
74,276
Plan assets (EOY)
$7.6B
Net assets (EOY)
$7.6B
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUTTER HEALTH.
Plan sponsor
Name
SUTTER HEALTH
EIN
94-2788907
Address
2200 RIVER PLAZA DRIVE · SACRAMENTO, CA · 95833
Phone
(888) 888-6044
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
337
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.8M | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
32 direct securities· $7.5B(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Freedom Blend 2035 PR | — | — | — | $883.9M | 11.6% | |
| Fidelity Management Trust Company Fidelity 500 Index | — | — | — | $815.8M | 10.7% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2040 PR | — | — | — | $813.5M | 10.7% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2045 PR | — | — | — | $766.5M | 10.0% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2030 PR | — | — | — | $714.4M | 9.4% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2050 PR | — | — | — | $642.4M | 8.4% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2025 PR | — | — | — | $506.2M | 6.6% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2055 PR | — | — | — | $358.8M | 4.7% | |
| T. Rowe Price T. Rowe Price Institutional Large Cap Core Growth | — | — | — | $354.2M | 4.6% | |
| Fidelity Management Trust Company Fidelity Investments Money Market Funds Government Portfolio Inst | — | — | — | $212.6M | 2.8% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2020 PR | — | — | — | $204.8M | 2.7% | |
| Fidelity Management Trust Company Fidelity Balanced K | — | — | — | $190.6M | 2.5% | |
| Fidelity Management Trust Company Fidelity Extended Market Index | — | — | — | $149.5M | 2.0% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2060 PR | — | — | — | $144.9M | 1.9% | |
| Dodge & Cox Dodge & Cox Stock | — | — | — | $106.3M | 1.4% | |
| Fidelity Management Trust Company Fidelity Small Cap Growth K6 | — | — | — | $86.0M | 1.1% | |
| Parnassus Investments Parnassus Core Equity Inst | — | — | — | $79.2M | 1.0% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2015 PR | — | — | — | $68.1M | 0.9% | |
| Dodge & Cox Dodge & Cox Income | — | — | — | $49.8M | 0.7% | |
| Fidelity Management Trust Company Fidelity U.S. Bond Index | — | — | — | $49.8M | 0.7% | |
| Fidelity Management Trust Company Fidelity Global ex US Index | — | — | — | $45.0M | 0.6% | |
| Brokerage Link Self-directed brokerage accounts | — | — | — | $42.7M | 0.6% | |
| American Funds American Funds Europacific Growth R6 | — | — | — | $42.2M | 0.6% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2065 PR | — | — | — | $31.2M | 0.4% | |
| Lazard Inc Lazard Emerging Markets Equity Inst | — | — | — | $27.1M | 0.4% | |
| Northern Institutional Funds Northern Small Cap Value | — | — | — | $26.8M | 0.4% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2010 PR | — | — | — | $24.4M | 0.3% | |
| Fidelity Management Trust Company Fidelity Freedom Blend Income PR | — | — | — | $24.1M | 0.3% | |
| Baird Asset Management Baird Short-Term Bond IS | — | — | — | $20.6M | 0.3% | |
| Cohen & Steers Capital Management, Inc Cohen & Steers Real Estate Securities Inst | — | — | — | $18.8M | 0.2% | |
| Fidelity Management Trust Company Fidelity Inflation-Protected Bond Index | — | — | — | $11.3M | 0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Blend 2070 PR | — | — | — | $168K | <0.1% |