# Board Of Trustees Of The Millwright Union Individual Account Retiremen 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-millwright-union-individual-account-retiremen-391707392-001

> Board Of Trustees Of The Millwright Union Individual Account Retiremen's 401(k) plan: 1,112 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Millwright Union Individual Account Retiremen

- **Sponsor EIN:** 391707392

- **Sponsor Address:** 3001 METRO DRIVE, SUITE 500, BLOOMINGTON, MN, 55425

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 1,112

- **Total Assets:** $47.2M

## 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|1,112|$47.2M|$2.3M|$41,279|

| 2023|1,055|$42.0M|$1.9M|$60,264|

| 2022|966|$37.3M|$2.2M|$65,152|

## 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|

| STANCORP FINANCIAL GROUP|Recordkeeper|$81,500|—|$81,500|

| ALPHA INVESTMENT CONSULTING GROUP|Other Service Provider|$35,000|—|$35,000|

| REINHART BOERNER VAN DEUREN S.C.|Other Service Provider|$25,200|—|$25,200|

| WILSON-MCSHANE CORPORATION|Other Service Provider|$24,122|—|$24,122|

| CLIFTONLARSONALLEN LLP|Auditor|$17,010|—|$17,010|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $182,832

- **Estimated Expense Ratio:** 0.387% 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|$198,480|$35,000|$21,050|$17,010|—|

| 2023|$202,490|$35,000|$20,450|$15,015|—|

| 2022|$210,173|$35,000|$94,226|—|$39,100|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-millwright-union-individual-account-retiremen-391707392-001)

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