Plan Snapshot
- Plan Sponsor: Corner Home Medical, INC.
- Sponsor EIN: 364799027
- Sponsor Address: MARIBETH WINECKE, NEW HOPE, MN, 55427
- Plan Type: 401(k)
- Total Participants: 403
- Total Assets: $8.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 403 | $8.1M | $516,614 | $991,193 |
| 2023 | 413 | $6.2M | $359,289 | $707,333 |
| 2022 | 330 | $4.6M | $143,339 | $474,716 |
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 |
|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | CONSULTANT | $32,862 | — | $32,862 |
| ADP, INC. | RECORD KEEPER | $10,431 | — | $10,431 |
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS, INC. — CONSULTANT
- ADP, INC. — RECORD KEEPER
- EIDE BAILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,293
- Estimated Expense Ratio: 0.534% 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 | $43,293 | $32,862 | — | — | — |
| 2023 | $29,692 | $24,574 | — | — | — |
| 2022 | $23,725 | — | — | — | — |