Plan Snapshot
- Plan Sponsor: Living Well Disability Services
- Sponsor EIN: 237181360
- Sponsor Address: 1168 NORTHLAND DRIVE, MENDOTA HEIGHTS, MN, 55120
- Plan Type: 401(k)
- Total Participants: 373
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 373 | $15.4M | $544,751 | $651,440 |
| 2023 | 351 | $13.4M | $478,082 | $579,604 |
| 2022 | 329 | $11.2M | $503,700 | $582,995 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 |
|---|---|---|---|---|---|
| 2024 | $96,574 | $2,799 | — | — | — |
| 2023 | $39,928 | $3,811 | $3,795 | — | — |
| 2022 | $13,375 | — | $13,375 | — | — |