# Eugene Therapy, LLC 401(k) Plan
Source: https://planprovider.pro/companies/eugene-therapy-llc-401k-plan

> Eugene Therapy, LLC's 401(k) plan: 1,834 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ADP, INC.|RECORDKEEPER|$151,847|—|$151,847|

| RESOURCES INVESTMENT ADVISORS, INC.|CONSULTANT|$98,376|—|$98,376|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORDKEEPER

- [RESOURCES INVESTMENT ADVISORS, INC.](https://planprovider.pro/provider/epic-retirement-plan-services) — CONSULTANT

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $250,223

- **Estimated Expense Ratio:** 0.498% of plan assets

### 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|—|—|—|—|

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