# Fairview Health Services 401(k) Plan
Source: https://planprovider.pro/companies/fairview-health-services-401k-plan-001

> Fairview Health Services's 401(k) plan: 2,882 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Infinite Health Collaborative, P.A.](https://planprovider.pro/companies/infinite-health-collaborative-p-a-401k-plan) — 3,230 participants

- [Orthoalliance Mso, LLC](https://planprovider.pro/companies/orthoalliance-mso-llc-401k-plan-001) — 2,440 participants

- [Caremount Health Solutions, LLC](https://planprovider.pro/companies/caremount-health-solutions-llc-401k-plan) — 3,369 participants

- [Crystal Run Healthcare Physicians, LLP](https://planprovider.pro/companies/crystal-run-healthcare-physicians-llp-401k-plan) — 2,100 participants

- [Ps Intermediate Holdco Ii LLC](https://planprovider.pro/companies/ps-intermediate-holdco-ii-llc-401k-plan) — 1,851 participants

- [Physicians Endoscopy, LLC](https://planprovider.pro/companies/physician-s-endoscopy-llc-401k-plan) — 1,371 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fairview-health-services-401k-plan-001)

© 2026 PlanProvider.Pro