Plan Snapshot
- Plan Sponsor: Centracare Health System
- Sponsor EIN: 411813221
- Sponsor Address: 1406 6TH AVENUE NORTH, ST. CLOUD, MN, 56303
- Plan Type: 403(b)
- Total Participants: 7,783
- Total Assets: $866.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 7,783 | $866.6M | $0 | $0 |
| 2023 | 8,227 | $826.7M | $0 | $0 |
| 2022 | 9,437 | $739.5M | $0 | $0 |
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 | $340,069 | $200,294 | $1,200 | — | — |
| 2023 | $432,162 | $204,791 | $3,600 | — | — |
| 2022 | $383,074 | — | — | — | — |