Plan Snapshot
- Plan Sponsor: Fish & Richardson P.C.
- Sponsor EIN: 043254521
- Sponsor Address: 60 SOUTH SIXTH STREET SUITE 3200, MINNEAPOLIS, MN, 55402
- Plan Type: 401(k)
- Total Participants: 1,044
- Total Assets: $641.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,044 | $641.0M | $15.6M | $13.0M |
| 2023 | 1,030 | $573.4M | $14.4M | $11.9M |
| 2022 | 1,033 | $486.1M | $13.6M | $11.1M |
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 | Recordkeeper | $74,174 | — | $74,174 |
| ADVANCED CAPITAL GROUP INC | Other Service Provider | $55,633 | — | $55,633 |
| SCHWAB RETIREMENT PLAN SERVICES, IN | Recordkeeper | $26,975 | — | $26,975 |
| WOLD FINANCIAL GROUP LLC | Other Service Provider | $24,157 | — | $24,157 |
| MAKROD INVESTMENT ASSOCIATES I | Other Service Provider | $15,050 | — | $15,050 |
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $9,920 | — | $9,920 |
| INDEX FUND ADVISORS INC | Other Service Provider | $6,466 | — | $6,466 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC — Recordkeeper
- SCHWAB RETIREMENT PLAN SERVICES, IN — Recordkeeper
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $212,375
- Estimated Expense Ratio: 0.033% 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 | $241,011 | $117,856 | — | — | — |
| 2023 | $218,382 | $61,007 | — | — | — |
| 2022 | $185,976 | — | — | — | $185,976 |