Plan Snapshot
- Plan Sponsor: Doherty Consulting, INC
- Sponsor EIN: 815443326
- Sponsor Address: 7625 PARKLAWN AVE, EDINA, MN, 55435
- Plan Type: 401(k)
- Total Participants: 550
- Total Assets: $8.5M
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 | 550 | $8.5M | $51,891 | $635,646 |
| 2023 | 454 | $7.6M | $1,880 | $642,360 |
| 2022 | 391 | $6.1M | $69,987 | $668,197 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $29,715 | — | $29,715 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,715
- Estimated Expense Ratio: 0.351% 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 | $9,843 | — | $9,843 | — | — |
| 2023 | $10,684 | — | $10,684 | — | — |
| 2022 | $10,690 | — | $10,690 | — | — |