Plan Snapshot
- Plan Sponsor: Messerli & Kramer, P.A.
- Sponsor EIN: 411767334
- Sponsor Address: 100 SOUTH 5TH STREET, SUITE 1400, MINNEAPOLIS, MN, 55402
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $45.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 274 | $45.9M | $1.2M | $1.6M |
| 2023 | 248 | $42.4M | $950,169 | $1.5M |
| 2022 | 266 | $36.0M | $1.2M | $1.5M |
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 |
|---|---|---|---|---|
| COPELAND BUHL & COMPANY PLLP | 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 | $35,615 | — | — | — | — |
| 2023 | $34,760 | — | — | — | — |
| 2022 | $26,148 | $26,148 | — | — | — |