Plan Snapshot
- Plan Sponsor: Caribou Medical Center Plan
- Sponsor EIN: 826004046
- Sponsor Address: 300 SOUTH 3RD WEST, SODA SPRINGS, ID, 832761559
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 220 | $14.3M | $733,791 | $898,497 |
| 2023 | 184 | $12.1M | $649,758 | $839,397 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $52,872 | — | $52,872 |
| PRINCIPAL SECURITIES, INC | OTHER SERVICES | — | $9,354 | $9,354 |
| JOHN MOORE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN MOORE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,226
- Estimated Expense Ratio: 0.436% 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 | $52,873 | — | $52,873 | — | — |
| 2023 | $65,904 | — | $65,904 | — | — |