Plan Snapshot
- Plan Sponsor: Winona Health Services
- Sponsor EIN: 410713914
- Sponsor Address: 855 MANKATO AVENUE, WINONA, MN, 55987
- Plan Type: 403(b)
- Total Participants: 937
- Total Assets: $96.7M
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 | 937 | $96.7M | $2.1M | $3.8M |
| 2023 | 960 | $88.7M | $2.1M | $3.8M |
| 2022 | 960 | $75.3M | $1.7M | $3.5M |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS, 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 | $155,718 | $45,527 | — | — | — |
| 2023 | $136,479 | $45,092 | — | — | — |
| 2022 | $218,204 | $165,201 | $53,003 | — | — |