Plan Snapshot
- Plan Sponsor: Minneapolis-Fowlerville Corporation
- Sponsor EIN: 411977442
- Sponsor Address: 311 5TH STREET NW, CLEAR LAKE, WI, 54005
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 168 | $9.9M | $490,237 | $925,205 |
| 2023 | 183 | $9.4M | $441,463 | $833,680 |
| 2022 | 137 | $7.9M | $474,550 | $658,667 |
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 |
|---|---|---|---|---|
| CARLSON SV, LLP | 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 | $57,716 | — | — | — | — |
| 2023 | $55,157 | $25,560 | $21,022 | — | — |
| 2022 | $29,766 | — | — | — | $29,766 |