# Dorsey And Whitney LLP Health & Welfare Plan
Source: https://planprovider.pro/companies/dorsey-and-whitney-llp-410223337-502

> Dorsey And Whitney LLP's Health & Welfare plan: 836 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dorsey And Whitney LLP

- **Sponsor EIN:** 410223337

- **Sponsor Address:** 50 SOUTH SIXTH STREET, MINNEAPOLIS, MN, 55402

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 836

- **Total Assets:** $597,954

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|836|$597,954|$5.8M|$6.8M|

| 2023|1,114|$315,753|$5.5M|$7.0M|

| 2022|778|$308,124|$6.7M|$6.8M|

## 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|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$637,825|—|$637,825|

| DDMN ASO, LLC|Recordkeeper|$52,933|—|$52,933|

| U.S. BANK NATIONAL ASSOCIATION|Custodian / Trustee|$7,630|—|$7,630|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $698,388

- **Estimated Expense Ratio:** 116.796% 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|$57,861|—|$52,731|—|—|

| 2023|$56,893|—|—|—|—|

| 2022|$53,100|—|—|—|$7,610|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dorsey-and-whitney-llp-410223337-502)

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