Plan Snapshot
- Plan Sponsor: Otolaryngology & Head And Neck Surgery, P.A.
- Sponsor EIN: 410854211
- Sponsor Address: 215 RADIO DRIVE, WOODBURY, MN, 55125
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 151 | $29.6M | $1.1M | $887,128 |
| 2023 | 135 | $26.2M | $875,807 | $710,247 |
| 2022 | 121 | $22.9M | $920,641 | $658,504 |
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 | $41,396 | $25,492 | $14,944 | — | — |
| 2023 | $25,854 | — | $7,556 | — | — |
| 2022 | $20,648 | — | $14,101 | — | — |