Plan Snapshot
- Plan Sponsor: Andrew J. Will, Md, PA Dba Twin Cities Pain Clinic
- Sponsor EIN: 870692497
- Sponsor Address: 7235 OHMS LANE, EDINA, MN, 55439
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 184 | $9.8M | $423,801 | $846,759 |
| 2023 | 179 | $7.5M | $368,344 | $774,426 |
| 2022 | 139 | $5.7M | $341,060 | $699,157 |
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 | $27,165 | — | $27,165 | — | — |
| 2023 | $20,175 | — | $20,175 | — | — |
| 2022 | $18,117 | — | $18,117 | — | — |