Plan Snapshot
- Plan Sponsor: Hillcrest Health Systems INC
- Sponsor EIN: 470722560
- Sponsor Address: 1902 HARLAN DRIVE, BELLEVUE, NE, 68005
- Plan Type: 401(k)
- Total Participants: 1,174
- Total Assets: $20.4M
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 | 1,174 | $20.4M | $716,527 | $1.3M |
| 2023 | 1,060 | $18.0M | $693,224 | $1.3M |
| 2022 | 1,087 | $14.3M | $633,902 | $1.2M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $1,761 | $116,788 | $118,549 |
| HUB INVESTMENT ADVISORS INC | NONE | — | $34,941 | $34,941 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,490
- Estimated Expense Ratio: 0.751% 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 | $636 | — | $636 | — | — |
| 2023 | $982 | — | $982 | — | — |
| 2022 | $2,106 | — | $2,106 | — | — |