Plan Snapshot
- Plan Sponsor: Anne Carlsen Center
- Sponsor EIN: 870694180
- Sponsor Address: 701 3RD ST NW, JAMESTOWN, ND, 58401
- Plan Type: 401(k)
- Total Participants: 522
- Total Assets: $26.6M
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 | 522 | $26.6M | $780,604 | $1.4M |
| 2023 | 482 | $23.1M | $724,414 | $1.2M |
| 2022 | 482 | $19.2M | $741,287 | $1.2M |
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 |
|---|---|---|---|---|
| BRADY, MARTZ & ASSOCIATES P.C., | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, MARTZ & ASSOCIATES P.C., — 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 | $86,897 | $78,108 | — | — | — |
| 2023 | $84,862 | $75,720 | — | — | — |
| 2022 | $91,410 | $82,272 | $9,138 | — | — |