# Northland Dealers Investment Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/northland-dealers-investment-group-inc-401k-plan

> Northland Dealers Investment Group, INC.'s 401(k) plan: 701 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northland Dealers Investment Group, INC.

- **Sponsor EIN:** 411978633

- **Sponsor Address:** P.O. BOX 161830, DULUTH, MN, 558161830

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

- **Total Participants:** 701

- **Total Assets:** $25.9M

## 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|701|$25.9M|$182,783|$2.3M|

| 2023|721|$23.6M|$195,158|$2.2M|

| 2022|692|$19.6M|$159,687|$2.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$97,873|—|$97,873|

| WELLS FARGO CLEARING SERVICES LLC|OTHER SERVICES|—|$15,787|$15,787|

| WOODWARD & ASSOCIATES,IN|ACCOUNTANT|$11,274|—|$11,274|

| ADVANCED CAPITAL GROUP|INVESTMENT ADVISORY|$9,215|—|$9,215|

| WELLS FARGO ADVISORS INS AGENCY LLC|OTHER SERVICES|—|$8,282|$8,282|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WOODWARD & ASSOCIATES,IN](https://planprovider.pro/provider/woodward-and-associates-inc) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $142,431

- **Estimated Expense Ratio:** 0.550% 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|$119,462|$12,315|$97,873|$9,274|—|

| 2023|$144,284|$58,987|$83,297|$2,000|—|

| 2022|$137,496|$48,394|$89,102|—|—|

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