# Jim Lupient Company 401(k) Plan
Source: https://planprovider.pro/companies/jim-lupient-company-401k-plan

> Jim Lupient Company's 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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