Plan Snapshot
- Plan Sponsor: Fish & Richardson, P.C.
- Sponsor EIN: 043254521
- Sponsor Address: 60 SOUTH 6TH STREET, MINNEAPOLIS, MN, 55402
- Plan Type: DB
- Total Participants: 133
- Total Assets: $153.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 133 | $153.9M | $14.6M | $0 |
| 2023 | 126 | $145.6M | $13.9M | $0 |
| 2022 | 131 | $137.7M | $13.1M | $0 |
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 | $55,633 | $55,633 | — | — | — |
| 2023 | $87,357 | $87,357 | — | — | — |
| 2022 | $66,160 | $66,160 | — | — | — |