# Pohlad Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pohlad-companies-llc-401k-plan

> Pohlad Companies, LLC's 401(k) plan: 1,358 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$135,907|—|$135,907|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGEMENT|$41,733|—|$41,733|

| GALLAGHER BENEFIT SERVICES INC DBA|OTHER|$20,188|—|$20,188|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $197,828

- **Estimated Expense Ratio:** 0.053% 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|$243,394|$61,921|—|—|—|

| 2023|$258,265|$47,079|—|—|—|

| 2022|$198,313|$24,214|$20,864|—|$300|

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