Plan Snapshot
- Plan Sponsor: Demmer Investments Iv INC
- Sponsor EIN: 273719597
- Sponsor Address: 1220 ENERGY PARK DR, SAINT PAUL, MN, 551085034
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $8.4M
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 | 186 | $8.4M | $284,337 | $540,425 |
| 2023 | 177 | $8.3M | $257,084 | $478,528 |
| 2022 | 201 | $6.9M | $250,411 | $479,653 |
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 |
|---|---|---|---|---|
| FROEHLING ANDERSON, 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 | $20,746 | $2,777 | $17,219 | — | — |
| 2023 | $26,711 | $9,250 | $17,461 | — | — |
| 2022 | $24,469 | $9,101 | $15,368 | — | — |