Plan Snapshot
- Plan Sponsor: Minnieland Private Day School, INC.
- Sponsor EIN: 540954290
- Sponsor Address: 4300 PRINCE WILLIAM PARKWAY, WOODBRIDGE, VA, 22192
- Plan Type: 401(k)
- Total Participants: 715
- Total Assets: $12.3M
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 | 715 | $12.3M | $232,442 | $494,347 |
| 2023 | 705 | $11.4M | $232,524 | $459,328 |
| 2022 | 677 | $9.7M | $226,454 | $445,488 |
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 |
|---|---|---|---|---|
| KOSITZKA WICKS & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOSITZKA WICKS & COMPANY — 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 | $62,368 | $29,198 | — | — | — |
| 2023 | $53,994 | $25,125 | — | — | — |
| 2022 | $55,100 | — | $55,100 | — | — |