Plan Snapshot
- Plan Sponsor: Aaa Minneapolis
- Sponsor EIN: 410134600
- Sponsor Address: 5400 AUTO CLUB WAY, MINNEAPOLIS, MN, 55416
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 167 | $16.1M | $241,474 | $730,024 |
| 2023 | 162 | $13.9M | $173,917 | $688,782 |
| 2022 | 171 | $12.2M | $160,570 | $622,015 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $61,925 | — | $61,925 | — | — |
| 2023 | $64,846 | — | $64,846 | — | — |
| 2022 | $69,668 | — | $69,668 | — | — |