# Sfm Mutual Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/sfm-mutual-insurance-company-401k-plan

> Sfm Mutual Insurance Company's 401(k) plan: 353 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sfm Mutual Insurance Company

- **Sponsor EIN:** 411459789

- **Sponsor Address:** 3500 AMERICAN BLVD WEST, SUITE 700, BLOOMINGTON, MN, 55431

- **Plan Type:** 401(k)

- **Total Participants:** 353

- **Total Assets:** $91.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|353|$91.7M|$1.6M|$3.7M|

| 2023|336|$81.4M|$1.5M|$3.6M|

| 2022|307|$73.2M|$1.4M|$3.3M|

## 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|

| MMA SECURITIES LLC|ADVISOR / INVST ADVISOR|$42,000|—|$42,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$35,155|—|$35,155|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$29,482|—|$29,482|

| NFP RETIREMENT|CONSULTANT|$14,743|—|$14,743|

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

### Verified Provider Profiles

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

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR / INVST ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [NFP RETIREMENT](https://planprovider.pro/provider/accelerate-retirement) — CONSULTANT

- [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:** $121,380

- **Estimated Expense Ratio:** 0.132% 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|$121,380|$77,155|—|—|—|

| 2023|$105,299|$81,257|—|—|—|

| 2022|$126,819|$31,819|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sfm-mutual-insurance-company-401k-plan)

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