Plan Snapshot
- Plan Sponsor: Corporate Technologies LLC
- Sponsor EIN: 202409337
- Sponsor Address: 6210 BURY DRIVE, EDEN PRAIRIE, MN, 55346
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 246
- Total Assets: $8.3M
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. |
|---|---|---|---|---|
| 2025 | 246 | $8.3M | $0 | $0 |
| 2024 | 183 | $6.9M | $144,566 | $817,050 |
| 2023 | 156 | $5.4M | $22,455 | $314,679 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $20,781 | — | $20,781 |
| WORLD INVESTMENT ADVISORS LLC | Other Service Provider | $17,842 | — | $17,842 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,623
- Estimated Expense Ratio: 0.467% 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 |
|---|---|---|---|---|---|
| 2025 | $966,525 | $17,842 | $20,781 | — | — |
| 2024 | $31,169 | $14,271 | $16,898 | — | — |
| 2023 | $3,228 | $1,321 | $1,907 | — | — |