Plan Snapshot
- Plan Sponsor: Episcopal Homes Of Minnesota
- Sponsor EIN: 410706110
- Sponsor Address: 490 LYNNHURST AVE E, SAINT PAUL, MN, 551043406
- Plan Type: 401(k)
- Total Participants: 973
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 973 | $9.6M | $283,538 | $759,851 |
| 2023 | 861 | $7.9M | $237,258 | $698,831 |
| 2022 | 646 | $6.7M | $237,507 | $659,855 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $2,359 | — | — | — | — |
| 2023 | $1,509 | — | — | — | — |
| 2022 | $2,026 | — | — | — | — |