# Infinite Health Collaborative, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/infinite-health-collaborative-p-a-401k-plan

> Infinite Health Collaborative, P.A.'s 401(k) plan: 3,230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Infinite Health Collaborative, P.A.

- **Sponsor EIN:** 411861374

- **Sponsor Address:** 3500 AMERICAN BLVD. W, BLOOMINGTON, MN, 55431

- **Plan Type:** 401(k)

- **Total Participants:** 3,230

- **Total Assets:** $531.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|3,230|$531.3M|$11.8M|$24.3M|

| 2023|2,982|$466.9M|$15.7M|$21.9M|

| 2022|2,663|$388.7M|$14.8M|$18.8M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN SRVS|RETAINED BY EMPLOYER|$337,159|—|$337,159|

| NFP CORPORATE SERVICES (NM), INC.|RETAINED BY EMPLOYER|$55,000|—|$55,000|

| FREDRIKSON & BYRON, P.A.|RETAINED BY EMPLOYER|$15,201|—|$15,201|

| CLIFTONLARSONALLEN LLP|AUDITOR|$13,650|—|$13,650|

| OCTOBER THREE CONSULTING|RETAINED BY EMPLOYER|$9,880|—|$9,880|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SRVS](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [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:** $430,890

- **Estimated Expense Ratio:** 0.081% 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|$430,890|$55,000|$337,159|$13,650|—|

| 2023|$380,380|$18,636|$285,907|$73,795|—|

| 2022|$311,162|$55,000|$194,496|—|$61,666|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/infinite-health-collaborative-p-a-401k-plan)

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