Plan Snapshot
- Plan Sponsor: Annandale Marketplace INC.
- Sponsor EIN: 141864664
- Sponsor Address: 660 ELM STREET EAST, ANNANDALE, MN, 553020127
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $4.2M
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 | 186 | $4.2M | $58,146 | $363,225 |
| 2023 | 173 | $4.0M | $55,427 | $391,977 |
| 2022 | 177 | $3.7M | $54,473 | $378,662 |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
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 | $36,081 | $16,377 | — | — | — |
| 2023 | $35,847 | $35,847 | — | — | — |
| 2022 | $36,487 | $21,885 | — | — | — |