# Deluxe Corporation 401(k) Plan
Source: https://planprovider.pro/companies/deluxe-corporation-401k-plan

> Deluxe Corporation's 401(k) plan: 4,706 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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