# Presbyterian Homes And Services 403(b) Plan
Source: https://planprovider.pro/companies/presbyterian-homes-and-services-403b-plan

> Presbyterian Homes And Services's 403(b) plan: 7,930 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Presbyterian Homes And Services

- **Sponsor EIN:** 410758756

- **Sponsor Address:** 2845 HAMLINE AVENUE NORTH, ROSEVILLE, MN, 55113

- **Plan Type:** 403(b)

- **Total Participants:** 7,930

- **Total Assets:** $121.8M

## 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|7,930|$121.8M|$0|$10.5M|

| 2023|7,732|$103.8M|$0|$9.6M|

| 2022|7,397|$86.6M|$16,300|$9.3M|

## 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](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:** $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|$9,446|—|$9,446|—|—|

| 2023|$11,978|—|$11,978|—|—|

| 2022|$11,712|$986|$10,726|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/presbyterian-homes-and-services-403b-plan)

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