Plan Snapshot
- Plan Sponsor: Spooner Health System
- Sponsor EIN: 390892183
- Sponsor Address: 1280 CHANDLER DRIVE, SPOONER, WI, 54801
- Plan Type: 403(b)
- Total Participants: 145
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 145 | $18.0M | $428,487 | $915,053 |
| 2023 | 142 | $15.2M | $440,133 | $884,225 |
| 2022 | 138 | $13.7M | $357,600 | $801,521 |
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 | $69,430 | $31,279 | $38,151 | — | — |
| 2023 | $76,448 | $23,083 | $53,365 | — | — |
| 2022 | $74,632 | $23,403 | $51,229 | — | — |