Plan Snapshot
- Plan Sponsor: Childrens Health Care
- Sponsor EIN: 411754276
- Sponsor Address: 2525 CHICAGO AVENUE, MINNEAPOLIS, MN, 55404
- Plan Type: 403(b)
- Total Participants: 6,127
- Total Assets: $938.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 6,127 | $938.0M | $20.9M | $41.6M |
| 2023 | 5,750 | $820.0M | $19.5M | $38.2M |
| 2022 | 5,331 | $691.8M | $17.7M | $35.1M |
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 | -$724,635 | — | $1,500 | — | — |
| 2023 | -$745,176 | — | $2,700 | — | — |
| 2022 | $477,943 | — | — | — | — |