Plan Snapshot
- Plan Sponsor: Dorsey & Whitney LLP
- Sponsor EIN: 410223337
- Sponsor Address: 50 S. 6TH ST. SUITE 1500, MINNEAPOLIS, MN, 554021498
- Plan Type: DC
- Total Participants: 1,122
- Total Assets: $678.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,122 | $678.6M | $15.8M | $16.1M |
| 2023 | 1,086 | $621.8M | $14.3M | $15.1M |
| 2022 | 1,050 | $545.6M | $13.8M | $13.9M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $76,343 | — | $76,343 |
| BOULAY PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- BOULAY PLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,343
- Estimated Expense Ratio: 0.011% 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 | $73,995 | — | — | — | — |
| 2023 | $73,356 | — | — | — | — |
| 2022 | $71,169 | — | — | — | — |