Plan Snapshot
- Plan Sponsor: Donatelle Plastics, INC.
- Sponsor EIN: 411390376
- Sponsor Address: 501 COUNTY ROAD E-2 EXTENSION, NEW BRIGHTON, MN, 55112
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $219,166 | $844,235 |
| 2023 | 365 | $28.1M | $359,613 | $1.3M |
| 2022 | 304 | $25.6M | $319,142 | $1.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS | INVESTMENT ADVISOR | $70,000 | — | $70,000 |
| EMPOWER ADVISORY GROUP | INVESTMENT MANAGEMENT | $45,068 | — | $45,068 |
| SMITH, SCHAFER & ASSOCIATES, LTD. | AUDITOR | $15,900 | — | $15,900 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $9,636 | — | $9,636 |
| SMITH SCHAFER & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,604
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 | $78,213 | — | — | — | — |
| 2023 | $70,301 | — | — | — | — |
| 2022 | $67,167 | — | $67,167 | — | — |