Plan Snapshot
- Plan Sponsor: Pohlad Companies, LLC
- Sponsor EIN: 371452807
- Sponsor Address: 250 NICOLLET MALL, SUITE 600, MINNEAPOLIS, MN, 55401
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 1,158
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,158 | $1.2M | $15.8M | $5.5M |
| 2023 | 1,510 | $1.7M | $19.0M | $7.2M |
| 2022 | 1,361 | $905,860 | $15.8M | $6.1M |
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 |
|---|---|---|---|---|
| BCBSM, INC. | Recordkeeper | $1,094,930 | — | $1,094,930 |
| DELTA DENTAL | Recordkeeper | $73,681 | — | $73,681 |
| CLIFTON LARSON ALLEN LLP | Auditor | $24,150 | — | $24,150 |
| VOYA INSTITUTIONAL TRUST COMPANY | Other Service Provider | $10,698 | — | $10,698 |
| US BANK | Custodian / Trustee | $7,458 | — | $7,458 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
- US BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,210,917
- Estimated Expense Ratio: 99.324% 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 | $1,216,044 | — | $1,216,044 | — | — |
| 2023 | $1,321,388 | — | $1,321,388 | — | — |
| 2022 | $2,172,771 | — | — | — | $2,172,771 |