# Board Of Trustees, Midwest Teamsters Member 401(K) DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-midwest-teamsters-member-401-k-plan

> Board Of Trustees, Midwest Teamsters Member 401(K)'s DC plan: 3,519 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Midwest Teamsters Member 401(K)

- **Sponsor EIN:** 410945362

- **Sponsor Address:** 3001 METRO DR STE 500, BLOOMINGTON, MN, 55425

- **Plan Type:** DC

- **Total Participants:** 3,519

- **Total Assets:** $116.7M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,519|$116.7M|$2.6M|$4.0M|

| 2023|3,170|$106.6M|$2.5M|$3.8M|

| 2022|2,949|$94.7M|$2.4M|$3.8M|

## 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|

| MILLIMAN, INC.|NONE|$212,151|—|$212,151|

| MARQUETTE & ASSOCIATES|NONE|$39,382|—|$39,382|

| WILSON-MCSHANE CORPORATION|NONE|$37,150|—|$37,150|

| MILLER KAPLAN ARASE LLP|NONE|$21,450|—|$21,450|

| BARLOW & COUGHRAN, P.S.|NONE|$9,261|—|$9,261|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $319,394

- **Estimated Expense Ratio:** 0.274% 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|$356,369|$39,392|$36,000|$21,450|—|

| 2023|$455,347|$38,200|$33,600|$20,400|—|

| 2022|$417,405|$37,125|$33,600|—|$319,602|

## Similar Plans

- [Board Of Trustees, Teamsters Retirement Pension Plan](https://planprovider.pro/companies/board-of-trustees-minneapolis-food-distributing-plan) — 1,399 participants

- [Wilson-Mcshane Corporation](https://planprovider.pro/companies/wilson-mcshane-corporation-401k-plan) — 454 participants

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