Plan Snapshot
- Plan Sponsor: Howry Residential Services, INC.
- Sponsor EIN: 411954167
- Sponsor Address: 1150 CENTRE POINTE CURVE, ST PAUL, MN, 551201280
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 169 | $3.1M | $139,585 | $311,960 |
| 2023 | 165 | $2.6M | $133,825 | $294,940 |
| 2022 | 161 | $2.0M | $64,597 | $295,696 |
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 |
|---|---|---|---|---|
| MADSEN, O'MEARA AND COMPANY, P.C. | Auditor | — | — | $0 |
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 | $38,547 | — | $38,547 | — | — |
| 2023 | $28,730 | — | $28,730 | — | — |
| 2022 | $27,389 | — | $27,389 | — | — |