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: 136
- Total Assets: $31.7M
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 | 136 | $31.7M | $0 | $2.6M |
| 2023 | 131 | $29.5M | $0 | $2.5M |
| 2022 | 136 | $26.0M | $0 | $2.3M |
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 | $23,863 | $1,045 | — | — | — |
| 2023 | $33,225 | — | — | — | — |
| 2022 | $43,206 | — | — | — | $43,206 |