Plan Snapshot
- Plan Sponsor: Mdu Resources Group, INC.
- Sponsor EIN: 301133956
- Sponsor Address: 1200 WEST CENTURY AVENUE, BISMARCK, ND, 58503
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $231.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $231.4M | $0 | $0 |
| 2023 | 0 | $250.6M | $0 | $0 |
| 2022 | 0 | $271.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILSHIRE | Recordkeeper | $265,858 | — | $265,858 |
| AMERICAN FUNDS | Other Service Provider | $119,479 | — | $119,479 |
| PGIM INVESTMENTS | Other Service Provider | $41,772 | — | $41,772 |
| PRINCIPAL TRUST COMPANY | Custodian / Trustee | $31,844 | — | $31,844 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILSHIRE — Recordkeeper
- PRINCIPAL TRUST COMPANY — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $458,953
- Estimated Expense Ratio: 0.198% 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 | $458,953 | $417,727 | — | — | — |
| 2023 | $489,973 | $454,816 | — | — | — |
| 2022 | $639,376 | $618,089 | — | — | $21,287 |