# Felhaber, Larson, Fenlon,Vogt, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/felhaber-larson-fenlon-vogt-p-a-401k-plan

> Felhaber, Larson, Fenlon,Vogt, P.A.'s 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Felhaber, Larson, Fenlon,Vogt, P.A.

- **Sponsor EIN:** 410991071

- **Sponsor Address:** 220 SOUTH SIXTH STREET, SUITE 2200, MINNEAPOLIS, MN, 554024504

- **Plan Type:** 401(k)

- **Total Participants:** 73

- **Total Assets:** $85.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|73|$85.7M|$1.7M|$795,061|

| 2023|72|$77.8M|$1.7M|$823,390|

| 2022|60|$68.5M|$1.3M|$691,471|

## 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|

| MILLIMAN INC.|NONE|$62,479|—|$62,479|

| RBC WEALTH MANAGEMENT|NONE|$41,250|—|$41,250|

| MATRIX TRUST COMPANY|NONE|$19,100|—|$19,100|

| OLSEN THIELEN CO|NONE|$12,750|—|$12,750|

### Verified Provider Profiles

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

- [MILLIMAN INC.](https://planprovider.pro/provider/milliman) — NONE

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [OLSEN THIELEN CO](https://planprovider.pro/provider/olsen-thielen-and-co-ltd) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $135,579

- **Estimated Expense Ratio:** 0.158% 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|$193,675|$99,346|—|$12,750|—|

| 2023|$167,024|$82,624|—|$18,000|—|

| 2022|$180,939|—|—|—|$180,939|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/felhaber-larson-fenlon-vogt-p-a-401k-plan)

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