Plan Snapshot
- Plan Sponsor: Copeland Buhl & Company Pllp
- Sponsor EIN: 411292716
- Sponsor Address: 3033 CAMPUS DRIVE, SUITE E590, PLYMOUTH, MN, 55441
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $23.4M
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 | 111 | $23.4M | $608,204 | $1.3M |
| 2023 | 133 | $20.0M | $528,401 | $1.2M |
| 2022 | 117 | $15.7M | $492,545 | $1.0M |
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 |
|---|---|---|---|---|
| KETEL THORSTENSON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KETEL THORSTENSON, 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 | -$3,116 | — | $2,400 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |