# Minnesota Orchestral Association 401(k) Plan
Source: https://planprovider.pro/companies/minnesota-orchestral-association-401k-plan

> Minnesota Orchestral Association's 401(k) plan: 258 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Ordway Center For The Performing Arts](https://planprovider.pro/companies/ordway-center-for-the-performing-arts-403b-plan) — 448 participants

- [Minnesota Orchestral Association](https://planprovider.pro/companies/minnesota-orchestral-association-plan-001) — 1 participants

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