Plan Snapshot
- Plan Sponsor: Eugene Therapy, LLC
- Sponsor EIN: 900624377
- Sponsor Address: 6022 BLUE CIRCLE DRIVE, MINNETONKA, MN, 55343
- Plan Type: 401(k)
- Total Participants: 1,834
- Total Assets: $50.3M
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 | 1,834 | $50.3M | $782,091 | $6.6M |
| 2023 | 2,764 | $46.4M | $1.1M | $9.1M |
| 2022 | 3,072 | $35.9M | $912,069 | $7.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $250,223 | — | — | — | — |
| 2023 | $289,960 | $79,115 | — | — | — |
| 2022 | $265,229 | — | — | — | — |