Plan Snapshot
- Plan Sponsor: Community Health Centers Of Southeastern Iowa, INC
- Sponsor EIN: 421527584
- Sponsor Address: 1706 W AGENCY ROAD, WEST BURLINGTON, IA, 526551667
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 200 | $16.1M | $539,856 | $880,896 |
| 2023 | 200 | $13.7M | $568,662 | $928,230 |
| 2022 | 196 | $11.7M | $587,474 | $961,520 |
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 |
|---|---|---|---|---|
| FORGE FINANCIAL & MANAGEMENT CONSUL | Auditor | — | — | $0 |
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 | $2,201 | — | — | — | — |
| 2023 | $1,015 | — | — | — | — |
| 2022 | $1,120 | — | — | — | — |