Plan Snapshot
- Plan Sponsor: Connexus Energy
- Sponsor EIN: 410128105
- Sponsor Address: 14601 RAMSEY BOULEVARD, RAMSEY, MN, 55303
- Plan Type: 401(k)
- Plan Number: 012
- Total Participants: 229
- Total Assets: $94.2M
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 | 229 | $94.2M | $770,508 | $3.0M |
| 2023 | 222 | $88.3M | $823,725 | $2.8M |
| 2022 | 211 | $84.5M | $2.4M | $2.8M |
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 |
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 | $3,864 | — | $1,200 | — | — |
| 2023 | $12,634 | — | — | — | — |
| 2022 | $12,316 | — | — | — | — |