Plan Snapshot
- Plan Sponsor: Genz-Ryan Plumbing & Heating Company
- Sponsor EIN: 410684554
- Sponsor Address: 2200 WEST HIGHWAY 13, BURNSVILLE, MN, 55337
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 83 | $6.3M | $103,036 | $197,281 |
| 2023 | 102 | $6.1M | $138,453 | $264,082 |
| 2022 | 159 | $6.0M | $185,454 | $354,260 |
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 |
|---|---|---|---|---|
| LB CARLSON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LB CARLSON, 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 | $53,680 | — | $53,680 | — | — |
| 2023 | $82,141 | — | $82,141 | — | — |
| 2022 | $78,172 | — | $78,172 | — | — |