# Hennepin Healthcare Research Institute 403(b) Plan
Source: https://planprovider.pro/companies/hennepin-healthcare-research-institute-plan-002

> Hennepin Healthcare Research Institute's 403(b) plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hennepin Healthcare Research Institute

- **Sponsor EIN:** 411677920

- **Sponsor Address:** 701 PARK AVE., PP7.700, MINNEAPOLIS, MN, 55415

- **Plan Type:** 403(b)

- **Total Participants:** 228

- **Total Assets:** $20.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|228|$20.1M|$0|$1.2M|

| 2023|216|$18.6M|$0|$1.1M|

| 2022|201|$16.7M|$0|$979,113|

## 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|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTON LARSON ALLEN 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:** $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|$13,061|$227|—|—|—|

| 2023|$7,855|$159|—|—|—|

| 2022|$11,244|$143|—|—|—|

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