Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Christian Labor
- Sponsor EIN: 416149933
- Sponsor Address: 18505 THEATER ROAD, BRAINERD, MN, 56401
- Plan Type: DC
- Total Participants: 1,008
- Total Assets: $46.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,008 | $46.5M | $3.3M | $0 |
| 2023 | 552 | $42.4M | $3.1M | $0 |
| 2022 | 527 | $36.7M | $2.8M | $0 |
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 |
|---|---|---|---|---|
| PRUCO SECURITIES, LLC | INVESTMENT ADVISOR | $303,702 | — | $303,702 |
| WESTBERG EISCHENS, PLLP | ACCOUNTING/AUDITING | $51,630 | — | $51,630 |
| ASCENSUS | THIRD PARTY ADMININSTRATO | $23,590 | — | $23,590 |
| STINSON, LLP | LEGAL | $5,253 | — | $5,253 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESTBERG EISCHENS, PLLP — ACCOUNTING/AUDITING
- STINSON, LLP — LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $384,175
- Estimated Expense Ratio: 0.827% 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 | $401,454 | $303,702 | — | $51,630 | — |
| 2023 | $403,718 | $300,967 | — | $51,100 | — |
| 2022 | $401,821 | $306,089 | $29,694 | — | $48,664 |