Plan Snapshot
- Plan Sponsor: Fairview Health Services
- Sponsor EIN: 410991680
- Sponsor Address: 2450 RIVERSIDE AVE, MINNEAPOLIS, MN, 55454
- Plan Type: 401(k)
- Total Participants: 2,882
- Total Assets: $175.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,882 | $175.9M | $0 | $0 |
| 2023 | 3,095 | $171.4M | $0 | $0 |
| 2022 | 3,270 | $154.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $22,975 | — | $22,975 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,209 | — | $14,209 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,184
- Estimated Expense Ratio: 0.021% 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 | $37,184 | $14,209 | — | — | — |
| 2023 | $30,203 | $10,503 | — | — | — |
| 2022 | $35,537 | $9,702 | — | — | — |