Plan Snapshot
- Plan Sponsor: Stevens Community Medical Center
- Sponsor EIN: 363311936
- Sponsor Address: 400 EAST 1ST STREET, MORRIS, MN, 56267
- Plan Type: 403(b)
- Total Participants: 295
- Total Assets: $28.5M
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 | 295 | $28.5M | $285,106 | $1.3M |
| 2023 | 258 | $26.1M | $295,574 | $1.2M |
| 2022 | 274 | $22.6M | $274,621 | $1.2M |
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 | $79,702 | $52,157 | — | — | — |
| 2023 | $67,756 | $45,128 | — | — | — |
| 2022 | $76,193 | $47,571 | — | — | — |