Plan Snapshot
- Plan Sponsor: West Side Community Health Services, INC.
- Sponsor EIN: 237156236
- Sponsor Address: 380 E LAFAYETTE FRONTAGE ROAD STE 2, ST PAUL, MN, 55107
- Plan Type: 403(b)
- Total Participants: 317
- Total Assets: $24.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 317 | $24.0M | $74,644 | $1.6M |
| 2023 | 351 | $22.2M | $499,286 | $1.8M |
| 2022 | 398 | $19.3M | $582,215 | $1.8M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN | Auditor | $20,934 | — | $20,934 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,934
- Estimated Expense Ratio: 0.087% 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 | $84,939 | $27,000 | — | $20,934 | — |
| 2023 | $51,747 | $27,000 | — | — | — |
| 2022 | $31,080 | $13,500 | $17,580 | — | — |