Plan Snapshot
- Plan Sponsor: John Henry Foster Mn, INC.
- Sponsor EIN: 411464257
- Sponsor Address: 3103 MIKE COLLINS DRIVE, EAGAN, MN, 55121
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $34.7M
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 | 269 | $34.7M | $230,000 | $2.1M |
| 2023 | 212 | $20.9M | $653,126 | $1.5M |
| 2022 | 126 | $15.3M | $279,592 | $1.1M |
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 | $91,117 | $44,418 | $46,699 | — | — |
| 2023 | $62,146 | $32,422 | $29,724 | — | — |
| 2022 | $58,382 | $31,710 | $26,672 | — | — |