Plan Snapshot
- Plan Sponsor: Meagher & Geer, P.L.L.P.
- Sponsor EIN: 410726610
- Sponsor Address: 33 SOUTH SIXTH STREET, SUITE 4400, MINNEAPOLIS, MN, 55402
- Plan Type: DC
- Total Participants: 130
- Total Assets: $50.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 130 | $50.9M | $469,630 | $1.1M |
| 2023 | 125 | $46.7M | $470,671 | $997,580 |
| 2022 | 112 | $44.9M | $433,833 | $921,844 |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $46,915 | — | $46,915 |
| SAVANT CAPITAL LLC | NONE | $7,634 | — | $7,634 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- SAVANT CAPITAL LLC — NONE
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,549
- Estimated Expense Ratio: 0.107% 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 | $62,760 | $17,117 | — | — | — |
| 2023 | $62,474 | $20,404 | — | — | — |
| 2022 | $90,916 | $50,221 | — | — | — |