# Fernbrook Family Center 401(k) Plan
Source: https://planprovider.pro/companies/fernbrook-family-center-401k-plan

> Fernbrook Family Center's 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fernbrook Family Center

- **Sponsor EIN:** 412011390

- **Sponsor Address:** 2575 HARVEST LANE, OWATONNA, MN, 55060

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

- **Total Participants:** 89

- **Total Assets:** $3.6M

## 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|89|$3.6M|$143,916|$259,246|

| 2023|92|$3.0M|$137,198|$236,912|

| 2022|85|$2.3M|$123,798|$205,541|

## 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|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$36,537|—|$36,537|—|—|

| 2023|$20,579|—|$20,579|—|—|

| 2022|$26,860|—|—|—|—|

## Similar Plans

- [Think Small](https://planprovider.pro/companies/think-small-401k-plan) — 100 participants

- [West Central Minnesota Community Action, INC.](https://planprovider.pro/companies/west-central-minnesota-community-action-inc-403b-plan) — 74 participants

- [Tasks Unlimited, INC.](https://planprovider.pro/companies/tasks-unlimited-inc-401k-plan) — 69 participants

- [The Family Partnership](https://planprovider.pro/companies/the-family-partnership-401k-plan) — 113 participants

- [The Wayside House, INC.](https://planprovider.pro/companies/the-wayside-house-inc-403-b-plan-403b-plan) — 64 participants

- [Children'S Home Society Of Minnesota](https://planprovider.pro/companies/children-s-home-society-of-minnesota-403b-plan) — 57 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fernbrook-family-center-401k-plan)

© 2026 PlanProvider.Pro