Plan Snapshot
- Plan Sponsor: Interim Healthcare Of The Twin C
- Sponsor EIN: 411988233
- Sponsor Address: 2680 ARTHUR STREET, ROSEVILLE, MN, 55113
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $5.0M
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 | 144 | $5.0M | $8 | $662,117 |
| 2023 | 145 | $4.1M | $0 | $623,302 |
| 2022 | 142 | $3.7M | $0 | $576,413 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $21,515 | — | $21,515 |
| BARTON WALTER & KRIER PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BARTON WALTER & KRIER PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,515
- Estimated Expense Ratio: 0.433% 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 | $21,515 | — | — | — | — |
| 2023 | $21,146 | — | — | — | — |
| 2022 | $22,549 | — | — | — | — |