Plan Snapshot
- Plan Sponsor: Abhe & Svoboda, INC.
- Sponsor EIN: 411224817
- Sponsor Address: 18100 DAIRY LANE, JORDAN, MN, 55352
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 158
- Total Assets: $339,836
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 | 158 | $339,836 | $1.1M | $591,219 |
| 2023 | 114 | $449,213 | $1.3M | $567,815 |
| 2022 | 96 | $492,381 | $1.3M | $553,831 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD MN | Other Service Provider | $27,289 | $103,607 | $130,896 |
| DELTA DENTAL OF MINNESOTA | Other Service Provider | $6,248 | — | $6,248 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,144
- Estimated Expense Ratio: 40.356% 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 | $84,864 | — | — | — | — |
| 2023 | $89,658 | — | $89,358 | — | — |
| 2022 | $112,920 | — | $88,963 | — | $23,064 |