Plan Snapshot
- Plan Sponsor: Mary T. INC.
- Sponsor EIN: 411525780
- Sponsor Address: 1555 118TH LN NW, COON RAPIDS, MN, 55448
- Plan Type: 401(k)
- Total Participants: 620
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 620 | $11.3M | $397,782 | $1.2M |
| 2023 | 518 | $11.4M | $284,424 | $1.0M |
| 2022 | 511 | $10.2M | $275,661 | $1.0M |
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 |
|---|---|---|---|---|
| SCHECHTER DOKKEN KANTER, CPAS | Auditor | — | — | $0 |
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 | $160,570 | $28,202 | — | — | — |
| 2023 | $98,358 | $26,280 | — | — | — |
| 2022 | $108,841 | — | — | — | — |