Plan Snapshot
- Plan Sponsor: Trinity Health
- Sponsor EIN: 450226558
- Sponsor Address: 2305 37TH AVENUE SW, MINOT, ND, 58701
- Plan Type: 401(k)
- Total Participants: 2,366
- Total Assets: $407.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,366 | $407.3M | $2.6M | $14.9M |
| 2023 | 2,464 | $388.6M | $2.6M | $15.3M |
| 2022 | 2,540 | $348.4M | $2.8M | $15.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | $20,149 | — | $20,149 |
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: $20,149
- Estimated Expense Ratio: 0.005% of plan assets
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 | $268,238 | $21,755 | — | $20,149 | — |
| 2023 | $256,787 | $51,548 | — | $12,401 | — |
| 2022 | $360,961 | $40,000 | — | — | $13,650 |