# Joint Board Of Trustees Of Local 17 DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-local-17-plan

> Joint Board Of Trustees Of Local 17's DB plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Of Local 17

- **Sponsor EIN:** 416158573

- **Sponsor Address:** 3001 METRO DRIVE SUITE 500, BLOOMINGTON, MN, 55425

- **Plan Type:** DB

- **Total Participants:** 236

- **Total Assets:** $9.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|236|$9.8M|$155,664|$0|

| 2023|247|$8.9M|$172,249|$0|

| 2022|220|$8.1M|$138,450|$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|

| WILSON-MCSHANE CORPORATION|CONTRACT ADMINISTRATOR|$40,600|—|$40,600|

| SEGAL COMPANY|ACTUARY|$40,415|—|$40,415|

| MAIRS AND POWER, INC|INVESTMENT ADVISER|$25,599|—|$25,599|

| STANDARD VALUATIONS, INC.|CONSULTING|$13,000|—|$13,000|

| SHUMAKER, LOOP & KENDRICK, LLP|NONE|$11,674|—|$11,674|

| BETTS & HAYES|NONE|$11,025|—|$11,025|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $142,313

- **Estimated Expense Ratio:** 1.449% of plan assets

### 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|$199,529|$31,309|$39,600|$11,025|—|

| 2023|$187,805|$27,716|$37,800|—|—|

| 2022|$178,577|$28,010|$34,800|—|$64,792|

## Similar Plans

- [Burwell Enterprises, LLC](https://planprovider.pro/companies/burwell-enterprises-llc-401k-plan) — 212 participants

- [Five Lions, LLC Dba Labovitz Enterprises](https://planprovider.pro/companies/five-lions-inc-401k-plan) — 131 participants

- [Armstronglow, INC.](https://planprovider.pro/companies/armstronglow-inc-401k-plan) — 7 participants

- [Doug N Ruthann'S Adventures, INC.](https://planprovider.pro/companies/doug-n-ruthann-s-adventures-inc-401k-plan) — 5 participants

- [Cm Corp](https://planprovider.pro/companies/cm-corp-401k-plan) — 3 participants

- [Grizzly Adventures, INC.](https://planprovider.pro/companies/grizzly-adventures-inc-401k-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trustees-of-local-17-plan)

© 2026 PlanProvider.Pro