Plan Snapshot
- Plan Sponsor: Foley & Mansfield, Pllp
- Sponsor EIN: 411646736
- Sponsor Address: 250 MARQUETTE AVENUE, SUITE 540, MINNEAPOLIS, MN, 55401
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $73.9M
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 | 233 | $73.9M | $913,074 | $2.4M |
| 2023 | 233 | $70.5M | $934,149 | $2.4M |
| 2022 | 242 | $65.7M | $997,410 | $2.4M |
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 | $111,979 | $54,825 | — | — | — |
| 2023 | $103,310 | $49,006 | — | — | — |
| 2022 | $108,404 | $51,035 | $57,369 | — | — |