Plan Snapshot
- Plan Sponsor: Creekside Companies, INC.
- Sponsor EIN: 320484813
- Sponsor Address: 25-1ST AVENUE NE, SUITE 200, BUFFALO, MN, 55313
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $15.2M
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 | 257 | $15.2M | $497,551 | $977,821 |
| 2023 | 255 | $13.0M | $499,238 | $962,383 |
| 2022 | 301 | $10.3M | $464,207 | $908,955 |
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 |
|---|---|---|---|---|
| ELLINGSON & ELLINGSON, LTD | 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 | $68,166 | — | $46,092 | — | — |
| 2023 | $60,766 | $21,836 | $16,574 | — | — |
| 2022 | $57,165 | — | — | — | $57,165 |