Plan Snapshot
- Plan Sponsor: Northwood Children'S Home Society, INC.
- Sponsor EIN: 410706108
- Sponsor Address: 4000 W 9TH ST, DULUTH, MN, 558071563
- Plan Type: 403(b)
- Total Participants: 240
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 240 | $12.5M | $471,974 | $465,113 |
| 2023 | 224 | $11.5M | $452,100 | $409,425 |
| 2022 | 216 | $10.6M | $411,575 | $389,756 |
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 |
|---|---|---|---|---|
| ESTERBROOKS CERTIFIED PUBLIC ACCOUN | 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 | $78,691 | — | $78,691 | — | — |
| 2023 | $73,717 | — | $73,717 | — | — |
| 2022 | $75,906 | — | $75,906 | — | — |