Plan Snapshot
- Plan Sponsor: Stevens Community Medical Center
- Sponsor EIN: 363311936
- Sponsor Address: 400 EAST 1ST STREET, MORRIS, MN, 56267
- Plan Type: DC
- Total Participants: 219
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 219 | $13.2M | $756,314 | $0 |
| 2023 | 221 | $13.0M | $776,457 | $0 |
| 2022 | 209 | $10.8M | $731,208 | $0 |
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 BAILLEY, LLP | Auditor | — | — | $0 |
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 | $48,580 | $29,291 | $19,289 | — | — |
| 2023 | $34,149 | — | $15,815 | — | — |
| 2022 | $32,386 | — | — | — | $32,386 |