Plan Snapshot
- Plan Sponsor: Dorsey & Whitney LLP
- Sponsor EIN: 410223337
- Sponsor Address: 50 SOUTH SIXTH STREET, MINNEAPOLIS, MN, 55402
- Plan Type: DB
- Total Participants: 202
- Total Assets: $84.0M
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 | 202 | $84.0M | $9.8M | $0 |
| 2023 | 201 | $84.9M | $17.1M | $0 |
| 2022 | 190 | $66.1M | $12.9M | $0 |
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 | Other Service Provider | $141,991 | — | $141,991 |
| OCTOBER THREE CONSULTING LLC | Other Service Provider | $99,429 | — | $99,429 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $241,420
- Estimated Expense Ratio: 0.287% 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 | $241,438 | $115,421 | — | — | — |
| 2023 | $287,567 | $108,165 | — | — | — |
| 2022 | $254,770 | $151,726 | — | — | $103,044 |