Plan Snapshot
- Plan Sponsor: Burgess Health Center
- Sponsor EIN: 420859940
- Sponsor Address: 1600 DIAMOND STREET, ONAWA, IA, 51040
- Plan Type: 403(b)
- Total Participants: 274
- Total Assets: $15.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 274 | $15.7M | $361,777 | $851,847 |
| 2023 | 275 | $15.3M | $376,875 | $890,140 |
| 2022 | 274 | $13.6M | $375,724 | $912,582 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $91,286 | — | $91,286 | — | — |
| 2023 | $90,914 | — | $90,914 | — | — |
| 2022 | $99,849 | — | — | — | — |