Plan Snapshot
- Plan Sponsor: Hellmuth & Johnson, PLLC
- Sponsor EIN: 411991386
- Sponsor Address: 8050 WEST 78TH STREET, EDINA, MN, 55439
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $23.1M
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 | 105 | $23.1M | $479,331 | $1.1M |
| 2023 | 117 | $19.1M | $294,643 | $1.1M |
| 2022 | 106 | $15.2M | $289,828 | $934,472 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $62,130 | $22,237 | $23,898 | — | — |
| 2023 | $52,279 | $36,116 | $2,620 | — | — |
| 2022 | $61,397 | — | — | — | $61,397 |