Plan Snapshot
- Plan Sponsor: Larkin Hoffman Daly & Lindgren Ltd
- Sponsor EIN: 410953357
- Sponsor Address: 8300 NORMAN CENTER DRIVE, MINNEAPOLIS, MN, 55437
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $97.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 156 | $97.0M | $0 | $0 |
| 2024 | 151 | $97.7M | $0 | $0 |
| 2023 | 139 | $92.1M | $0 | $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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 |
|---|---|---|---|---|---|
| 2025 | $112,954 | $22,996 | $56,861 | — | — |
| 2024 | $131,054 | $45,994 | $55,709 | — | — |
| 2023 | $126,232 | $57,472 | $44,138 | — | — |