Plan Snapshot
- Plan Sponsor: Guthrie Theater Foundation
- Sponsor EIN: 410854160
- Sponsor Address: 818 SOUTH 2ND STREET, MINNEAPOLIS, MN, 55415
- Plan Type: DC
- Plan Number: 003
- Total Participants: 658
- Total Assets: $27.1M
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 | 658 | $27.1M | $374,536 | $483,587 |
| 2023 | 614 | $31.1M | $338,691 | $441,584 |
| 2022 | 143 | $27.1M | $302,459 | $394,962 |
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 |
|---|---|---|---|---|
| VOYA RETIRMENT INSURANCE & ANNUITY | Other Service Provider | $25,591 | — | $25,591 |
| CHRISTENSEN GROUP FINANCIAL, LLC | Investment Advisor | — | $22,500 | $22,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHRISTENSEN GROUP FINANCIAL, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,091
- Estimated Expense Ratio: 0.177% 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 | $26,768 | — | — | — | — |
| 2023 | $1,550 | — | — | — | — |
| 2022 | $1,379 | — | — | — | — |