Plan Snapshot
- Plan Sponsor: Deluxe Corporation
- Sponsor EIN: 410216800
- Sponsor Address: 801 S MARQUETTE AVE., MINNEAPOLIS, MN, 55402
- Plan Type: 401(k)
- Total Participants: 4,706
- Total Assets: $1.5B
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 | 4,706 | $1.5B | $10.5M | $30.7M |
| 2023 | 4,823 | $1.4B | $11.6M | $32.5M |
| 2022 | 5,555 | $1.4B | $13.0M | $33.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | NONE | $566,623 | — | $566,623 |
| WILSHIRE ASSOCIATES INCORPORATED | NONE | $255,000 | — | $255,000 |
| EMPOWER TRUST COMPANY, LLC | NONE | $20,738 | — | $20,738 |
| FORVIS MAZARS LLP | Auditor | $1,000 | — | $1,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $843,361
- Estimated Expense Ratio: 0.058% 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 |
|---|---|---|---|---|---|
| 2024 | $2,090,645 | $1,031,098 | $283,597 | $1,000 | — |
| 2023 | $1,856,065 | $1,121,879 | $263,108 | $84,225 | — |
| 2022 | $836,044 | $648,706 | $409,488 | — | $157,486 |