# Mayo Holding Company 401(k) Plan
Source: https://planprovider.pro/companies/mayo-holding-company-401k-plan

> Mayo Holding Company's 401(k) plan: 3,587 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mayo Holding Company

- **Sponsor EIN:** 411578020

- **Sponsor Address:** 200 FIRST STREET SW, ROCHESTER, MN, 55905

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

- **Total Participants:** 3,587

- **Total Assets:** $762.2M

## 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|3,587|$762.2M|$44,321|$153,960|

| 2023|3,813|$743.2M|$24,348|$140,606|

| 2022|4,149|$710.7M|$14,707|$124,287|

## 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|

| FINANCIAL ENGINES|ADVISOR|$498,080|—|$498,080|

| WILLIS TOWERS WATSON US LLC|CONSULTANT|$7,360|—|$7,360|

| ERNST & YOUNG|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $505,440

- **Estimated Expense Ratio:** 0.066% 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|$227,585|$498,080|—|—|—|

| 2023|$226,429|$507,478|—|—|—|

| 2022|$307,823|$307,823|—|—|—|

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