Plan Snapshot
- Plan Sponsor: Esg Architecture & Design, INC.
- Sponsor EIN: 830232786
- Sponsor Address: 500 WASHINGTON AVENUE SOUTH, MINNEAPOLIS, MN, 55415
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $27.9M
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 | 100 | $27.9M | $237,007 | $1.1M |
| 2023 | 106 | $28.5M | $281,419 | $1.2M |
| 2022 | 124 | $24.7M | $756,285 | $1.3M |
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 |
|---|---|---|---|---|
| BGM CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BGM CPA, LLC — 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 | $106,536 | $57,826 | $48,710 | — | — |
| 2023 | $80,516 | $29,136 | $51,380 | — | — |
| 2022 | $129,518 | $77,441 | $52,077 | — | — |