Plan Snapshot
- Plan Sponsor: Ellie Family Services, Pllp
- Sponsor EIN: 473503652
- Sponsor Address: 1370 MENDOTA HEIGHTS ROAD, MENDOTA HEIGHTS, MN, 55120
- Plan Type: 401(k)
- Total Participants: 474
- Total Assets: $8.4M
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 | 474 | $8.4M | $1.0M | $2.0M |
| 2023 | 547 | $4.7M | $745,457 | $1.5M |
| 2022 | 131 | $2.0M | $184,783 | $343,760 |
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 |
|---|---|---|---|---|
| BOYUM & BARENSCHEER PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOYUM & BARENSCHEER 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 | $49,863 | $20,428 | — | — | — |
| 2023 | $8,935 | $1,768 | — | — | — |
| 2022 | $1,350 | — | $1,350 | — | — |