Plan Snapshot
- Plan Sponsor: Caledonia Haulers, INC.
- Sponsor EIN: 410811778
- Sponsor Address: PO BOX 31 420 WEST LINCOLN STREET, CALEDONIA, MN, 55921
- Plan Type: 401(k)
- Total Participants: 342
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 342 | $12.3M | $183,743 | $769,077 |
| 2023 | 341 | $10.5M | $179,126 | $730,972 |
| 2022 | 308 | $8.9M | $179,798 | $670,674 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SVCS | BROKER/ADVISER | — | $16,834 | $16,834 |
| FUTUREPLAN BY ASCENSUS | CONTRACT ADMIN | $2,763 | $11,272 | $14,035 |
| MCGLADREY LLP | AUDITOR | $9,500 | — | $9,500 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,369
- Estimated Expense Ratio: 0.329% 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 | $18,582 | — | $18,582 | — | — |
| 2023 | $7,239 | — | $7,239 | — | — |
| 2022 | $4,041 | — | $4,041 | — | — |