Plan Snapshot
- Plan Sponsor: Crescent Community Health Center
- Sponsor EIN: 481302204
- Sponsor Address: 1690 ELM STREET, DUBUQUE, IA, 52001
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $5.6M
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 | 164 | $5.6M | $453,780 | $757,832 |
| 2023 | 140 | $3.6M | $384,927 | $604,158 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $22,850 | — | $22,850 |
| CONCOURSE FINANCIAL GROUP SECURITIE | NONE | $9,964 | — | $9,964 |
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,814
- Estimated Expense Ratio: 0.582% 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 | $32,814 | $9,964 | $22,850 | — | — |
| 2023 | $11,372 | $3,162 | $8,210 | — | — |