Plan Snapshot
- Plan Sponsor: Plus Relocation Services, LLC
- Sponsor EIN: 411309201
- Sponsor Address: 600 HIGHWAY 169 SOUTH SUITE 400, MINNEAPOLIS, MN, 55426
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 75 | $11.6M | $0 | $547,135 |
| 2023 | 83 | $15.9M | $772,954 | $766,584 |
| 2022 | 164 | $14.7M | $689,777 | $991,909 |
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 |
|---|---|---|---|---|
| SMITH SCHAFER | 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 | $69,454 | $59,997 | — | — | — |
| 2023 | $67,275 | $44,235 | — | — | — |
| 2022 | $73,444 | $63,232 | $10,212 | — | — |