Plan Snapshot
- Plan Sponsor: Dubuque Internal Medicine PC Dba Grand River Medical Group
- Sponsor EIN: 420848123
- Sponsor Address: 1515 DELHI STREET, DUBUQUE, IA, 52001
- Plan Type: DC
- Total Participants: 332
- Total Assets: $91.3M
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 | 332 | $91.3M | $0 | $2.5M |
| 2023 | 422 | $96.0M | $0 | $2.7M |
| 2022 | 396 | $82.8M | $1.0M | $2.5M |
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 |
|---|---|---|---|---|
| OLSEN THIELEN & CO., LTD | Auditor | $14,300 | — | $14,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OLSEN THIELEN & CO., LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,300
- Estimated Expense Ratio: 0.016% 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 | $212,271 | — | — | $14,300 | — |
| 2023 | $104,379 | — | — | $13,300 | — |
| 2022 | $101,038 | — | — | — | $90,375 |