Plan Snapshot
- Plan Sponsor: St. Croix Forge, INC.
- Sponsor EIN: 411932796
- Sponsor Address: 907 15TH STREET SW, FOREST LAKE, MN, 55025
- Plan Type: 401(k)
- Total Participants: 71
- 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 | 71 | $9.9M | $293,908 | $440,684 |
| 2023 | 74 | $9.5M | $118,416 | $536,786 |
| 2022 | 82 | $8.2M | $286,787 | $345,409 |
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 |
|---|---|---|---|---|
| OLSEN THIELEN & CO. LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OLSEN THIELEN & CO. LTD. — 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 | $54,021 | $38,595 | — | — | — |
| 2023 | $17,464 | $16,219 | — | — | — |
| 2022 | $42,858 | — | — | — | — |