Plan Snapshot
- Plan Sponsor: St Croix Hospice Acquisition Corp
- Sponsor EIN: 463662372
- Sponsor Address: 7755 3RD STREET N, OAKDALE, MN, 551285442
- Plan Type: 401(k)
- Total Participants: 2,152
- Total Assets: $45.2M
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 | 2,152 | $45.2M | $2.6M | $7.6M |
| 2023 | 1,772 | $32.7M | $2.0M | $6.0M |
| 2022 | 1,524 | $23.0M | $1.9M | $4.9M |
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 | $294,338 | — | $294,338 | — | — |
| 2023 | $216,409 | — | $216,409 | — | — |
| 2022 | $217,171 | — | $217,171 | — | — |