# Healthpartners Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/healthpartners-services-inc-401k-plan

> Healthpartners Services, INC.'s 401(k) plan: 280 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [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:** $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|

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

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