Plan Snapshot
- Plan Sponsor: Maple Island, INC./F.H. Stoltze Land & Lumber Co.
- Sponsor EIN: 410643923
- Sponsor Address: 2497 SEVENTH AVE. EAST, STE 105, NORTH ST. PAUL, MN, 55109
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $25.8M
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 | 151 | $25.8M | $422,768 | $693,941 |
| 2023 | 155 | $25.1M | $434,442 | $747,668 |
| 2022 | 158 | $24.5M | $449,044 | $756,015 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | Other Service Provider | $48,448 | — | $48,448 |
| ONEAMERICA INVESTMENT ADVISORY SERV | Other Service Provider | $7,515 | — | $7,515 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,963
- Estimated Expense Ratio: 0.217% 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 | $55,963 | $7,515 | — | — | — |
| 2023 | $45,659 | $3,684 | — | — | — |
| 2022 | $72,217 | — | — | — | $72,217 |