Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Christian Labor
- Sponsor EIN: 416149933
- Sponsor Address: 18505 THEATER ROAD, BRAINERD, MN, 56401
- Plan Type: DB
- Total Participants: 381
- Total Assets: $59.0M
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 | 381 | $59.0M | $753,068 | $0 |
| 2023 | 393 | $54.7M | $770,207 | $0 |
| 2022 | 381 | $49.7M | $760,954 | $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 | $199,047 | — | $199,047 |
| SECURITIES AMERICA | INVESTMENT ADVISOR | $78,625 | — | $78,625 |
| WESTBERG EISCHENS, PLLP | ACCOUNTING/AUDITING | $61,695 | — | $61,695 |
| VIA ACTUARIAL SOLUTIONS | ACTUARY | $16,806 | — | $16,806 |
| STINSON, LLP | LEGAL | $12,588 | — | $12,588 |
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: $368,761
- Estimated Expense Ratio: 0.625% 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 | $445,170 | $277,672 | — | $37,000 | — |
| 2023 | $442,498 | $277,198 | — | $73,930 | — |
| 2022 | $444,977 | $296,756 | — | — | $86,131 |