# Fairview Health Services 401(k) Plan
Source: https://planprovider.pro/companies/grand-itasca-clinic-hospital-401k-plan

> Fairview Health Services's 401(k) plan: 828 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:** 411865874

- **Sponsor Address:** 1601 GOLF COURSE ROAD, GRAND RAPIDS, MN, 55744

- **Plan Type:** 401(k)

- **Total Participants:** 828

- **Total Assets:** $114.0M

## 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|828|$114.0M|$3.1M|$4.7M|

| 2023|741|$99.2M|$2.7M|$4.1M|

| 2022|665|$84.3M|$2.7M|$3.9M|

## 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|$40,630|—|$40,630|

| STRATEGIC ADVISORS, INC.|ADVISOR|$26,731|—|$26,731|

| 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:** $67,361

- **Estimated Expense Ratio:** 0.059% 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|$67,361|$26,731|$1,800|—|—|

| 2023|$61,159|$23,590|—|—|—|

| 2022|$55,577|$19,790|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/grand-itasca-clinic-hospital-401k-plan)

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