Plan Snapshot
- Plan Sponsor: Margaret A. Cargill Philanthropic Services, LLC
- Sponsor EIN: 383755296
- Sponsor Address: 6889 ROWLAND ROAD, EDEN PRAIRIE, MN, 553443380
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $72.2M
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 | 119 | $72.2M | $3.1M | $1.9M |
| 2023 | 112 | $64.1M | $2.9M | $1.8M |
| 2022 | 112 | $52.2M | $2.7M | $1.6M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON 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 | $11,155 | — | — | — | — |
| 2023 | $11,562 | — | — | — | — |
| 2022 | $1,193 | — | — | — | — |