Plan Snapshot
- Plan Sponsor: Knutson Holdings, INC.
- Sponsor EIN: 411523429
- Sponsor Address: 7515 WAYZATA BOULEVARD, MINNEAPOLIS, MN, 55426
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $39.5M
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 | 144 | $39.5M | $689,712 | $1.9M |
| 2023 | 162 | $36.2M | $725,695 | $1.5M |
| 2022 | 142 | $30.4M | $599,860 | $1.3M |
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 |
|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | Recordkeeper | — | $42,848 | $42,848 |
| RSM US LLP | Other Service Provider | $21,000 | — | $21,000 |
| MORNINGSTAR | Recordkeeper | — | $5,759 | $5,759 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS LLC — Recordkeeper
- MORNINGSTAR — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,607
- Estimated Expense Ratio: 0.176% 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 | $136,273 | — | $136,273 | — | — |
| 2023 | $125,985 | — | $125,985 | — | — |
| 2022 | $105,852 | — | $105,852 | — | — |