Plan Snapshot
- Plan Sponsor: Aquarius Water Conditioning
- Sponsor EIN: 411687493
- Sponsor Address: 3180 COUNTRY DRIVE, LITTLE CANADA, MN, 55117
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $8.5M
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 | 265 | $8.5M | $385,383 | $821,157 |
| 2023 | 253 | $6.5M | $338,882 | $700,581 |
| 2022 | 236 | $4.9M | $319,854 | $665,534 |
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 |
|---|---|---|---|---|
| REDPATH AND COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDPATH AND COMPANY, LLC — 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 | $44,269 | $44,269 | — | — | — |
| 2023 | $33,266 | $33,266 | — | — | — |
| 2022 | $29,401 | $29,401 | — | — | — |