Plan Snapshot
- Plan Sponsor: Saint Paul & Minnesota Foundation
- Sponsor EIN: 416031510
- Sponsor Address: 101 FIFTH STREET EAST, SAINT PAUL, MN, 55101
- Plan Type: DC
- Total Participants: 75
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 75 | $20.6M | $818,389 | $860,330 |
| 2023 | 74 | $18.1M | $694,388 | $799,879 |
| 2022 | 72 | $14.3M | $675,005 | $730,200 |
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 | $26,807 | $2,563 | — | — | — |
| 2023 | $19,967 | $1,718 | $300 | — | — |
| 2022 | $375,885 | — | $19,274 | — | — |