Plan Snapshot
- Plan Sponsor: Amery Regional Medical Center
- Sponsor EIN: 390908320
- Sponsor Address: 8170 33RD AVENUE SOUTH, MINNEAPOLIS, MN, 554401309
- Plan Type: 403(b)
- Total Participants: 410
- Total Assets: $34.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 410 | $34.0M | $871,859 | $1.8M |
| 2023 | 408 | $30.7M | $791,044 | $1.7M |
| 2022 | 386 | $26.2M | $759,951 | $1.5M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $28,021 | — | — | — | — |
| 2023 | $28,197 | — | — | — | — |
| 2022 | $25,817 | — | — | — | — |