Plan Snapshot
- Plan Sponsor: Minnesota Orchestral Association
- Sponsor EIN: 410693875
- Sponsor Address: 1111 NICOLLET MALL, MINNEAPOLIS, MN, 55403
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 258 | $14.3M | $337,848 | $641,367 |
| 2023 | 257 | $12.5M | $295,451 | $554,153 |
| 2022 | 276 | $10.2M | $256,108 | $418,252 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $24,023 | $5,500 | — | — | — |
| 2023 | $23,365 | $5,500 | — | — | — |
| 2022 | $24,628 | $12,642 | $11,986 | — | — |