Plan Snapshot
- Plan Sponsor: Arise Industrial Manufacturing
- Sponsor EIN: 882946436
- Sponsor Address: PO BOX 698, BUFFALO, MN, 55313
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $8.9M
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 | 272 | $8.9M | $341,461 | $567,200 |
| 2023 | 167 | $8.6M | $303,005 | $570,711 |
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 |
|---|---|---|---|---|
| MEYERS WEALTH MANAGEMENT | NONE | $43,584 | — | $43,584 |
| NORTH AMERICAN KTRADE ALLIANCE, LLC | NONE | $31,779 | — | $31,779 |
| LATITUDE SERVICE COMPANY, INC | NONE | $12,022 | — | $12,022 |
| ARY ROEPCKE MULCHAEY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTH AMERICAN KTRADE ALLIANCE, LLC — NONE
- ARY ROEPCKE MULCHAEY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,385
- Estimated Expense Ratio: 0.977% of plan assets
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 | $87,385 | $43,584 | $31,779 | — | — |
| 2023 | $54,148 | $20,203 | $3,959 | — | — |