Plan Snapshot
- Plan Sponsor: Sisters Of Saint Francis Of Dubuque
- Sponsor EIN: 420757421
- Sponsor Address: 3390 WINDSOR AVENUE, DUBUQUE, IA, 52001
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 192 | $8.8M | $314,998 | $524,186 |
| 2023 | 185 | $7.5M | $310,320 | $445,995 |
| 2022 | 183 | $6.1M | $289,111 | $411,668 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $14,058 | — | $9,176 | — | — |
| 2023 | $11,528 | — | $11,528 | — | — |
| 2022 | $17,244 | — | — | — | $17,244 |