Plan Snapshot
- Plan Sponsor: Center For Energy And Environment
- Sponsor EIN: 411647799
- Sponsor Address: 212 THIRD AVENUE NORTH, MINNEAPOLIS, MN, 554011459
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 232
- Total Assets: $768,907
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 | 232 | $768,907 | $241,700 | $0 |
| 2023 | 185 | $689,253 | $210,400 | $0 |
| 2022 | 162 | $620,584 | $183,100 | $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 |
|---|---|---|---|---|
| BPAS | Recordkeeper | $9,667 | — | $9,667 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPAS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,667
- Estimated Expense Ratio: 1.257% 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 | $9,667 | — | $9,667 | — | — |
| 2023 | $6,875 | — | $6,875 | — | — |
| 2022 | $3,816 | — | — | — | $3,816 |