Plan Snapshot
- Plan Sponsor: Trustees Of Grinnell College
- Sponsor EIN: 420680387
- Sponsor Address: OLD GLOVE FACTORY, GRINNELL, IA, 501121690
- Plan Type: 401(k)
- Plan Number: 520
- Total Participants: 870
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 870 | $4.5M | $13.5M | $3.1M |
| 2023 | 855 | $2.8M | $3.3M | $3.1M |
| 2022 | 848 | $12.0M | $10.3M | $2.8M |
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 |
|---|---|---|---|---|
| WELLMARK BLUE CROSS AND BLUE SHIELD | Other Service Provider | $556,540 | — | $556,540 |
| RXBENEFITS | Other Service Provider | $55,735 | — | $55,735 |
| DELTA DENTAL | Other Service Provider | $50,347 | — | $50,347 |
| PRUDENTRX LLC | Other Service Provider | $48,455 | — | $48,455 |
| PROHABITS INC | Other Service Provider | $48,000 | — | $48,000 |
| HEALTH CHECK 360 | Other Service Provider | $47,033 | — | $47,033 |
| EMPLOYEE FAMILY RESOURCES | Recordkeeper | $24,343 | — | $24,343 |
| WEX HEALTH INC | Other Service Provider | $5,628 | — | $5,628 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE FAMILY RESOURCES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $836,081
- Estimated Expense Ratio: 18.544% 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 | $836,159 | — | $735,420 | — | — |
| 2023 | $740,327 | — | $656,457 | — | — |
| 2022 | $640,127 | — | $550,371 | — | $15,567 |