# Southdale Pediatric Associates, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/southdale-pediatric-associates-ltd-plan-002

> Southdale Pediatric Associates, Ltd.'s 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southdale Pediatric Associates, Ltd.

- **Sponsor EIN:** 410962307

- **Sponsor Address:** 3955 PARKLAWN AVE, STE 120, EDINA, MN, 55435

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

- **Total Participants:** 152

- **Total Assets:** $66.0M

## 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|152|$66.0M|$2.1M|$1.5M|

| 2023|143|$63.5M|$2.0M|$1.4M|

| 2022|135|$57.1M|$1.9M|$1.3M|

## 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|

| BOYUM & BARENSCHEER PLLP|Auditor|$17,250|—|$17,250|

### Verified Provider Profiles

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

- [BOYUM & BARENSCHEER PLLP](https://planprovider.pro/provider/boyum-and-barenscheer-pllp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,250

- **Estimated Expense Ratio:** 0.026% 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|$145,954|$17,843|$109,961|$17,250|—|

| 2023|$138,441|$47,638|$90,803|—|—|

| 2022|$142,391|$125,866|$16,525|—|—|

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