Plan Snapshot
- Plan Sponsor: Children'S Home Society Of Minnesota
- Sponsor EIN: 410693906
- Sponsor Address: 1605 EUSTIS STREET, SAINT PAUL, MN, 55108
- Plan Type: 403(b)
- Total Participants: 57
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 57 | $5.8M | $55,800 | $150,262 |
| 2023 | 62 | $5.4M | $50,121 | $115,647 |
| 2022 | 59 | $4.8M | $46,094 | $97,040 |
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 | — | — | $0 |
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: $0
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 | $6,510 | — | — | — | — |
| 2023 | $4,974 | — | — | — | — |
| 2022 | $4,206 | — | $4,206 | — | — |