Plan Snapshot
- Plan Sponsor: Healthpartners Services, INC.
- Sponsor EIN: 411683568
- Sponsor Address: 8170 33RD AVENUE SOUTH, MINNEAPOLIS, MN, 554401309
- Plan Type: 401(k)
- Total Participants: 280
- Total Assets: $28.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 280 | $28.4M | $1.1M | $1.1M |
| 2023 | 257 | $23.6M | $940,219 | $993,759 |
| 2022 | 233 | $20.3M | $822,469 | $797,493 |
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 INST. OPS | RECORDKEEPER | $14,674 | — | $14,674 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INST. OPS — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,674
- Estimated Expense Ratio: 0.052% 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 | $14,674 | — | — | — | — |
| 2023 | $14,045 | — | — | — | — |
| 2022 | $13,396 | — | — | — | $13,396 |