Plan Snapshot
- Plan Sponsor: Kootenai Clinic, LLC
- Sponsor EIN: 454069155
- Sponsor Address: 2003 KOOTENAI HEALTH WAY, COEUR D ALENE, ID, 83814
- Plan Type: DC
- Total Participants: 4,205
- Total Assets: $79.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 4,205 | $79.9M | $10.7M | $27.7M |
| 2023 | 260 | $34.0M | $127,034 | $4.8M |
| 2022 | 211 | $24.3M | $109,406 | $3.6M |
| 2021 | 197 | $28.8M | $0 | $0 |
| 2020 | 170 | $24.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | INVESTMENT ADVISOR | $114,542 | — | $114,542 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $42,934 | — | $42,934 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $21,197 | — | $21,197 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,673
- Estimated Expense Ratio: 0.224% 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 | $177,487 | $135,739 | $400 | — | — |
| 2023 | $12,917 | $6,636 | — | — | — |
| 2022 | $13,110 | $7,026 | — | — | — |
| 2021 | $14,269 | $8,498 | — | — | — |
| 2020 | $13,370 | $6,865 | — | — | — |