Plan Snapshot
- Plan Sponsor: Siouxland Mental Health Services, INC.
- Sponsor EIN: 426122297
- Sponsor Address: 625 COURT STREET, SIOUX CITY, IA, 511021917
- Plan Type: 403(b)
- Total Participants: 142
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 142 | $5.7M | $188,101 | $311,388 |
| 2023 | 121 | $5.0M | $190,328 | $274,206 |
| 2022 | 122 | $4.5M | $160,881 | $224,636 |
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 |
|---|---|---|---|---|
| KING, REINSCH, PROSSER & CO., L.L.P | Auditor | — | — | $0 |
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 | $617 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $328 | — | — | — | — |