# Zumbro Valley Health Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/zumbro-valley-health-center-inc-401k-plan

> Zumbro Valley Health Center, INC.'s 401(k) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zumbro Valley Health Center, INC.

- **Sponsor EIN:** 416052022

- **Sponsor Address:** 343 WOOD LAKE DRIVE SE, ROCHESTER, MN, 55904

- **Plan Type:** 401(k)

- **Total Participants:** 219

- **Total Assets:** $8.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|219|$8.7M|$272,628|$696,803|

| 2023|238|$8.1M|$263,944|$695,910|

| 2022|213|$7.0M|$228,636|$622,638|

## 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|

| SMITH SCHAFER AND ASSOCIATES LTD|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|$162,941|—|$162,941|—|—|

| 2023|$24,232|—|$24,232|—|—|

| 2022|$21,845|—|$21,845|—|—|

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