Plan Snapshot
- Plan Sponsor: Nextten Stauer, LLC
- Sponsor EIN: 412040483
- Sponsor Address: 14101 SOUTHCROSS DRIVE WEST STE 155, BURNSVILLE, MN, 553376904
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $10.8M
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 | 152 | $10.8M | $156,340 | $720,644 |
| 2023 | 164 | $9.7M | $127,334 | $793,923 |
| 2022 | 172 | $9.2M | $90,012 | $633,173 |
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 |
|---|---|---|---|---|
| GRAY, GRAY, & GRAY 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 | $42,539 | $25,480 | — | — | — |
| 2023 | $19,842 | $5,182 | — | — | — |
| 2022 | $16,915 | $3,089 | $13,826 | — | — |