# Caribou Medical Center Plan 401(k) Plan
Source: https://planprovider.pro/companies/caribou-medical-center-plan-401k-plan

> Caribou Medical Center Plan's 401(k) plan: 220 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/dza-pllc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/caribou-medical-center-plan-401k-plan)

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