Plan Snapshot
- Plan Sponsor: St Francis Health Services Of Morris INC.
- Sponsor EIN: 411484416
- Sponsor Address: 801 NEVADA AVE. STE. 100, MORRIS, MN, 56267
- Plan Type: 403(b)
- Total Participants: 2,133
- Total Assets: $18.3M
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 | 2,133 | $18.3M | $0 | $2.0M |
| 2023 | 2,018 | $16.3M | $0 | $1.6M |
| 2022 | 1,749 | $13.4M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| MICHAEL L. ANDERSON & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MICHAEL L. ANDERSON & ASSOCIATES — 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 | $42,716 | $6,537 | $36,179 | — | — |
| 2023 | $9,272 | — | $9,272 | — | — |
| 2022 | $7,453 | — | $7,453 | — | — |