Plan Snapshot
- Plan Sponsor: Eldercare Of Minnesota, INC.
- Sponsor EIN: 203549819
- Sponsor Address: 15738 HIGHWAY 27, LITTLE FALLS, MN, 56345
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 249 | $4.3M | $212,189 | $389,627 |
| 2023 | 219 | $3.8M | $158,786 | $249,220 |
| 2022 | 197 | $3.1M | $116,230 | $212,796 |
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 |
|---|---|---|---|---|
| SCHLENNER WENNER AND CO. | Auditor | — | — | $0 |
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 | $6,788 | — | $6,788 | — | — |
| 2023 | $3,421 | — | $3,421 | — | — |
| 2022 | $3,478 | — | $3,478 | — | — |