Plan Snapshot
- Plan Sponsor: Great River Health System, INC.
- Sponsor EIN: 421193185
- Sponsor Address: 1221 S GEAR AVENUE, WEST BURLINGTON, IA, 52655
- Plan Type: 401(k)
- Total Participants: 2,283
- Total Assets: $183.1M
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 | 2,283 | $183.1M | $6.0M | $12.3M |
| 2023 | 2,284 | $159.1M | $5.6M | $10.5M |
| 2022 | 1,919 | $130.4M | $4.7M | $9.1M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $263,747 | $99,001 | — | — | — |
| 2023 | $311,090 | $8,241 | $300 | $7,350 | — |
| 2022 | $247,306 | $3,933 | — | — | — |