Plan Snapshot
- Plan Sponsor: Assistance In Recovery, INC
- Sponsor EIN: 470870159
- Sponsor Address: 400 SELBY AVENUE SUITE D, ST. PAUL, MN, 55102
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 143 | $4.6M | $490,456 | $952,559 |
| 2023 | 137 | $2.7M | $297,780 | $577,022 |
| 2022 | 63 | $1.4M | $141,952 | $387,461 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN, 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 | $929 | — | $929 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |