Plan Snapshot
- Plan Sponsor: Ordway Center For The Performing Arts
- Sponsor EIN: 411428998
- Sponsor Address: 345 WASHINGTON ST, SAINT PAUL, MN, 55102
- Plan Type: 403(b)
- Total Participants: 448
- Total Assets: $15.6M
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 | 448 | $15.6M | $99,945 | $426,251 |
| 2023 | 426 | $14.4M | $86,724 | $454,668 |
| 2022 | 512 | $13.0M | $82,912 | $461,814 |
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 | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $19,409 | $19,134 | — | — | — |
| 2023 | $15,961 | $15,861 | $100 | — | — |
| 2022 | $14,753 | $14,528 | — | — | — |