Plan Snapshot
- Plan Sponsor: Acr Homes, INC.
- Sponsor EIN: 411404883
- Sponsor Address: 2437 RICE ST, SAINT PAUL, MN, 55113
- Plan Type: 401(k)
- Total Participants: 816
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 816 | $14.9M | $275,000 | $527,206 |
| 2023 | 486 | $12.8M | $0 | $492,223 |
| 2022 | 511 | $11.1M | $0 | $558,757 |
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 & ASSOCIATES, LTD. | Auditor | $8,500 | — | $8,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,500
- Estimated Expense Ratio: 0.057% 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 | $92,428 | $15,000 | — | $8,500 | — |
| 2023 | $75,017 | $15,000 | — | — | — |
| 2022 | $91,849 | — | — | — | — |