# Elder-Jones, INC. 401(k) Plan
Source: https://planprovider.pro/companies/elder-jones-inc-401k-plan

> Elder-Jones, INC.'s 401(k) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elder-Jones, INC.

- **Sponsor EIN:** 410974888

- **Sponsor Address:** 1120 E 80TH ST STE 211, BLOOMINGTON, MN, 554201463

- **Plan Type:** 401(k)

- **Total Participants:** 82

- **Total Assets:** $12.4M

## 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.|

| 2024|82|$12.4M|$295,069|$875,856|

| 2023|116|$11.9M|$330,352|$1.0M|

| 2022|135|$11.5M|$312,329|$991,405|

## 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|

| BOULAY PLLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BOULAY PLLP](https://planprovider.pro/provider/boulay-pllp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$62,263|$34,507|$27,756|—|—|

| 2023|$64,324|$35,691|$28,633|—|—|

| 2022|$64,589|$36,110|$28,479|—|—|

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