Plan Snapshot
- Plan Sponsor: Robins Kaplan LLP
- Sponsor EIN: 410719631
- Sponsor Address: 800 LASALLE AVENUE, MINNEAPOLIS, MN, 554022015
- Plan Type: DB
- Total Participants: 86
- Total Assets: $28.2M
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 | 86 | $28.2M | $3.8M | $0 |
| 2023 | 97 | $47.4M | $7.7M | $0 |
| 2022 | 96 | $36.1M | $1.0M | $0 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | Recordkeeper | $68,581 | — | $68,581 |
| SAGE ADVISORY SERVICES, LTD CO. | Other Service Provider | $8,110 | — | $8,110 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,691
- Estimated Expense Ratio: 0.272% 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 | $76,691 | $76,691 | — | — | — |
| 2023 | $163,287 | $163,287 | — | — | — |
| 2022 | $206,922 | $206,922 | — | — | — |