# Bremer Financial Corporation 401(k) Plan
Source: https://planprovider.pro/companies/bremer-financial-corporation-401k-plan

> Bremer Financial Corporation's 401(k) plan: 1,435 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bremer Financial Corporation

- **Sponsor EIN:** 410715583

- **Sponsor Address:** 380 ST. PETER STREET, SUITE 500, ST. PAUL, MN, 551021321

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

- **Total Participants:** 1,435

- **Total Assets:** $346.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|1,435|$346.0M|$6.5M|$13.8M|

| 2023|1,438|$333.9M|$6.2M|$13.4M|

| 2022|1,429|$296.5M|$6.0M|$12.7M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$467,068|—|$467,068|

| TOWERS WATSON INVESTMENT|NONE|$6,500|—|$6,500|

| EIDE BAILLY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [TOWERS WATSON INVESTMENT](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $473,568

- **Estimated Expense Ratio:** 0.137% 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|$473,402|$395,792|$6,500|—|—|

| 2023|$448,164|$370,366|$7,500|—|—|

| 2022|$446,539|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bremer-financial-corporation-401k-plan)

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