Plan Snapshot
- Plan Sponsor: Great River Medical Center
- Sponsor EIN: 420680407
- Sponsor Address: 1221 S GEAR AVENUE, WEST BURLINGTON, IA, 52655
- Plan Type: 403(b)
- Total Participants: 221
- Total Assets: $85.7M
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 | 221 | $85.7M | $658,563 | $1.2M |
| 2023 | 221 | $85.8M | $619,555 | $990,048 |
| 2022 | 225 | $83.5M | $628,750 | $924,881 |
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 | $9,450 | — | $9,450 |
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: $9,450
- Estimated Expense Ratio: 0.011% 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 | $180,677 | $8,868 | $1,200 | $9,450 | — |
| 2023 | $144,943 | $5,546 | — | $7,350 | — |
| 2022 | $130,226 | $2,725 | — | — | — |