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: DC
- 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. |
|---|---|---|---|---|
| 2025 | 1,112 | $47.2M | $0 | $0 |
| 2024 | 1,055 | $42.0M | $0 | $0 |
| 2023 | 966 | $37.3M | $0 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $17,010 | — | $17,010 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,010
- Estimated Expense Ratio: 0.036% 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 |
|---|---|---|---|---|---|
| 2025 | $198,480 | $35,000 | $21,050 | $17,010 | — |
| 2024 | $202,490 | $35,000 | $20,450 | $15,015 | — |
| 2023 | $210,173 | $35,000 | $94,226 | — | $39,100 |