Kelly Grotte DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Kelly Grotte
  • Sponsor EIN: 621612296
  • Sponsor Address: 950 8TH ST NE, THOMPSON, ND, 582789345
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 2
  • Total Assets: $2.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$2.4M$0$0
20242$1.9M$0$7,000
20232$1.6M$0$7,000
20222$1.4M$0$12,000

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