Plan Snapshot
- Plan Sponsor: Rosenbauer Minnesota, LLC
- Sponsor EIN: 411808379
- Sponsor Address: P.O. BOX 549, WYOMING, MN, 55092
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $303,662
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 154 | $303,662 | $0 | $0 |
| 2023 | 203 | $826,507 | $0 | $0 |
| 2022 | 405 | $1.4M | $718,344 | $1.9M |
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 |
|---|---|---|---|---|
| BOYUM & BARENSCHEER PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOYUM & BARENSCHEER PLLP — 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 | $550 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $65,916 | — | $65,916 | — | — |