Plan Snapshot
- Plan Sponsor: Alula, LLC
- Sponsor EIN: 461009973
- Sponsor Address: 428 MINNESOTA STREET, SUITE 300, SAINT PAUL, MN, 55101
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $12.3M
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 | 81 | $12.3M | $269,595 | $919,036 |
| 2023 | 86 | $10.3M | $265,967 | $960,895 |
| 2022 | 102 | $8.1M | $285,911 | $943,894 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $29,985 | $26,384 | — | — | — |
| 2023 | $28,401 | $25,733 | — | — | — |
| 2022 | $27,875 | — | — | — | $27,875 |