Plan Snapshot
- Plan Sponsor: E.H. Enterprises, LLC Dba Pella Northland
- Sponsor EIN: 453733155
- Sponsor Address: 9100 WYOMING AVE N, BROOKLYN PARK, MN, 55445
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 177
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 177 | $16.0M | $0 | $0 |
| 2024 | 135 | $15.5M | $251,008 | $1.4M |
| 2023 | 141 | $12.7M | $212,255 | $1.3M |
| 2022 | 131 | $10.4M | $197,743 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $50,930 | — | $50,930 |
| MMA SECURITIES | Investment Advisor | — | $29,397 | $29,397 |
| ASCENSUS | Recordkeeper | $2,855 | $8,584 | $11,439 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,766
- Estimated Expense Ratio: 0.575% 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 |
|---|---|---|---|---|---|
| 2025 | $3,368,673 | — | $53,785 | — | — |
| 2024 | $12,118 | — | $12,118 | — | — |
| 2023 | $41,515 | — | $41,515 | — | — |
| 2022 | $44,869 | — | $44,269 | — | $600 |