Plan Snapshot
- Plan Sponsor: Park Nicollet Health Services
- Sponsor EIN: 363465840
- Sponsor Address: 3800 PARK NICOLLET BLVD, ST. LOUIS PARK, MN, 554162699
- Plan Type: 403(b)
- Total Participants: 1,927
- Total Assets: $200.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 1,927 | $200.1M | $2.0M | $11.6M |
| 2023 | 1,499 | $176.2M | $1.7M | $11.2M |
| 2022 | 1,315 | $146.2M | $1.4M | $10.1M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $123,249 | — | — | — | — |
| 2023 | $116,071 | — | — | — | — |
| 2022 | $112,031 | — | — | — | — |