Plan Snapshot
- Plan Sponsor: Gurstel Law Firm P.C.
- Sponsor EIN: 411846406
- Sponsor Address: 6681 COUNTRY CLUB DRIVE, GOLDEN VALLEY, MN, 55427
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 340 | $12.2M | $576,617 | $1.1M |
| 2023 | 278 | $9.8M | $483,978 | $981,169 |
| 2022 | 292 | $7.7M | $491,360 | $961,140 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $63,983 | — | $63,983 |
| UBS FINANCIAL SERVICES INC | ADVISOR | $20,285 | — | $20,285 |
| EISNERAMPER LLP | ACCOUNTANT/AUDITOR | $8,000 | — | $8,000 |
| CBIZ CPAS, P.C. | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- UBS FINANCIAL SERVICES INC — ADVISOR
- EISNERAMPER LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,268
- Estimated Expense Ratio: 0.823% 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 | $96,098 | $20,285 | — | $8,000 | — |
| 2023 | $63,903 | — | — | — | — |
| 2022 | $52,838 | — | — | — | — |