Plan Snapshot
- Plan Sponsor: Premier Obgyn Of Minnesota, PLLC
- Sponsor EIN: 411236623
- Sponsor Address: 3625 WEST 65TH STREET, EDINA, MN, 55435
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $86.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 249 | $86.3M | $3.1M | $2.0M |
| 2023 | 247 | $81.9M | $2.6M | $1.8M |
| 2022 | 211 | $81.1M | $2.7M | $1.8M |
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 |
|---|---|---|---|---|
| WILLIAMS OVERMAN PIERCE | 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 | $91,566 | $42,000 | — | — | — |
| 2023 | $122,418 | $52,500 | $69,471 | — | — |
| 2022 | $147,537 | — | — | — | $147,537 |