Plan Snapshot
- Plan Sponsor: American Baptist Homes Of The Midwest
- Sponsor EIN: 410706155
- Sponsor Address: 14850 SCENIC HEIGHTS ROAD, EDEN PRAIRIE, MN, 55344
- Plan Type: DC
- Total Participants: 1,453
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,453 | $20.8M | $359,303 | $1.6M |
| 2023 | 1,389 | $19.4M | $319,690 | $1.4M |
| 2022 | 1,254 | $17.6M | $302,815 | $1.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $80,344 | $12,500 | — | — | — |
| 2023 | $109,221 | $31,250 | — | — | — |
| 2022 | $104,119 | $25,000 | — | — | — |