Plan Snapshot
- Plan Sponsor: Mathiowetz Construction Company
- Sponsor EIN: 410873426
- Sponsor Address: 30676 COUNTY ROAD 24, SLEEPY EYE, MN, 56085
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 182
- Total Assets: $65.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 182 | $65.9M | $3.4M | $1.2M |
| 2023 | 176 | $60.9M | $3.1M | $1.1M |
| 2022 | 172 | $52.0M | $3.3M | $1.1M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL SERVICES | Investment Advisor | $136,934 | — | $136,934 |
| FIRST MERCANTILE TRUST COMPANY | Other Service Provider | $61,866 | — | $61,866 |
| CLIFTONLARSONALLEN, LLP | Auditor | $18,653 | — | $18,653 |
| TAX SHELTERED COMPENSATION, INC. | Recordkeeper | $16,697 | — | $16,697 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $234,150
- Estimated Expense Ratio: 0.355% 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 | $234,149 | — | — | — | — |
| 2023 | $84,540 | — | — | — | — |
| 2022 | $19,928 | — | — | — | — |