# Spooner Health System 403(b) Plan
Source: https://planprovider.pro/companies/spooner-health-system-inc-403b-plan

> Spooner Health System's 403(b) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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|$69,430|$31,279|$38,151|—|—|

| 2023|$76,448|$23,083|$53,365|—|—|

| 2022|$74,632|$23,403|$51,229|—|—|

## Similar Plans

- [Moundview Memorial Hospital & Clinics, INC.](https://planprovider.pro/companies/moundview-memorial-hospital-clinics-inc-403b-plan) — 149 participants

- [Gundersen Boscobel Area Hospital And Clinics](https://planprovider.pro/companies/gundersen-boscobel-area-hospital-and-clinics-401k-plan) — 167 participants

- [Children'S Wisconsin](https://planprovider.pro/companies/children-s-wisconsin-401k-plan) — 175 participants

- [St Josephs Community Health Services INC](https://planprovider.pro/companies/st-josephs-community-health-services-inc-401k-plan) — 177 participants

- [Burnett Medical Center, INC.](https://planprovider.pro/companies/burnett-medical-center-inc-401k-plan) — 195 participants

- [Edgerton Hospital And Health Services](https://planprovider.pro/companies/edgerton-hospital-and-health-services-401k-plan) — 198 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/spooner-health-system-inc-403b-plan)

© 2026 PlanProvider.Pro