Plan Snapshot
- Plan Sponsor: Pohlad Companies, LLC
- Sponsor EIN: 371452807
- Sponsor Address: 250 NICOLLET MALL, MINNEAPOLIS, MN, 55401
- Plan Type: 401(k)
- Total Participants: 1,358
- Total Assets: $371.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,358 | $371.4M | $10.5M | $13.8M |
| 2023 | 1,360 | $331.1M | $8.6M | $14.2M |
| 2022 | 1,331 | $285.6M | $11.6M | $13.8M |
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 | $243,394 | $61,921 | — | — | — |
| 2023 | $258,265 | $47,079 | — | — | — |
| 2022 | $198,313 | $24,214 | $20,864 | — | $300 |