Plan Snapshot
- Plan Sponsor: Ebenezer Society
- Sponsor EIN: 410706141
- Sponsor Address: 7505 METRO BLVD, EDINA, MN, 55439
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 6,015
- Total Assets: $82.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 6,015 | $82.5M | $0 | $0 |
| 2024 | 4,870 | $64.4M | $5.9M | $10.5M |
| 2023 | 4,501 | $47.4M | $4.8M | $8.8M |
| 2022 | 2,914 | $31.7M | $1.7M | $5.1M |
| 2019 | 2,678 | $19.9M | $870,051 | $2.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $153,020 | — | $153,020 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $16,169 | — | $16,169 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $169,189
- Estimated Expense Ratio: 0.205% 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 | $12,388,591 | $16,169 | — | — | — |
| 2024 | $140,171 | $11,825 | — | — | — |
| 2023 | $102,431 | $7,713 | — | — | — |
| 2022 | $64,054 | $5,511 | — | — | — |
| 2019 | $29,796 | $451 | — | — | — |