Plan Snapshot
- Plan Sponsor: Midwest Special Services INC
- Sponsor EIN: 410746072
- Sponsor Address: 900 OCEAN STREET, ST PAUL, MN, 55106
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $7.0M
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 | 115 | $7.0M | $127,362 | $339,449 |
| 2023 | 118 | $6.3M | $88,665 | $268,002 |
| 2022 | 79 | $5.3M | $83,391 | $273,312 |
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 |
|---|---|---|---|---|
| REDPATH AND COMPANY, LLC | Auditor | $25,572 | — | $25,572 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDPATH AND COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,572
- Estimated Expense Ratio: 0.365% 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 | $25,572 | — | — | $25,572 | — |
| 2023 | $21,735 | $20,266 | $1,469 | — | — |
| 2022 | $20,497 | — | $20,497 | — | — |