Plan Snapshot
- Plan Sponsor: Jim Lupient Company
- Sponsor EIN: 410960016
- Sponsor Address: 7100 WAYZATA BOULEVARD,, GOLDEN VALLEY, MN, 55426
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $14.2M
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 | 230 | $14.2M | $2,133 | $1.5M |
| 2023 | 260 | $17.3M | $0 | $1.6M |
| 2022 | 245 | $14.6M | $0 | $1.5M |
| 2019 | 305 | $15.6M | $0 | $0 |
| 2018 | 451 | $12.9M | $0 | $0 |
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 | $57,659 | $52,593 | — | — | — |
| 2023 | $57,730 | — | — | — | — |
| 2022 | $58,307 | — | $58,307 | — | — |
| 2019 | $44,348 | — | $44,348 | — | — |
| 2018 | $43,759 | — | $43,759 | — | — |