Plan Snapshot
- Plan Sponsor: La Costena Usa
- Sponsor EIN: 861168086
- Sponsor Address: 3401 PARK AVENUE NW, MINNESOTA, MN, 55021
- Plan Type: 401(k)
- Total Participants: 587
- Total Assets: $50.2M
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 | 587 | $50.2M | $1.1M | $2.6M |
| 2023 | 548 | $45.8M | $1.0M | $2.4M |
| 2022 | 499 | $39.5M | $949,274 | $2.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $96,531 | — | $96,531 |
| CBIZ INVESTMENT ADVISORY SERVICES L | INVESTMENT ADVISOR | $91,596 | — | $91,596 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,127
- Estimated Expense Ratio: 0.375% 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 | $188,127 | $91,596 | — | — | — |
| 2023 | $167,576 | $79,648 | — | — | — |
| 2022 | $169,795 | $81,790 | $88,005 | — | — |