# North Central Equity LLC 401(k) Plan
Source: https://planprovider.pro/companies/north-central-equity-llc-401k-plan

> North Central Equity LLC's 401(k) plan: 419 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Central Equity LLC

- **Sponsor EIN:** 201180958

- **Sponsor Address:** 5301 EAST RIVER ROAD, MINNEAPOLIS, MN, 55421

- **Plan Type:** 401(k)

- **Total Participants:** 419

- **Total Assets:** $6.4M

## 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|419|$6.4M|$187,064|$600,335|

| 2023|305|$6.3M|$151,813|$866,190|

| 2022|276|$9.6M|$182,787|$1.0M|

## 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|$11,288|—|$11,288|

### 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:** $11,288

- **Estimated Expense Ratio:** 0.175% of plan assets

### 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|$47,023|$16,779|—|$11,288|—|

| 2023|$68,262|$26,586|—|$15,375|—|

| 2022|$80,598|$3,707|—|—|—|

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