# Kootenai Clinic, LLC DC Plan
Source: https://planprovider.pro/companies/kootenai-clinic-llc-plan

> Kootenai Clinic, LLC's DC plan: 4,205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [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:** $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|—|—|—|

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