Plan Snapshot
- Plan Sponsor: St. Paul Eye Clinic, P.A.
- Sponsor EIN: 410949282
- Sponsor Address: 2080 WOODWINDS DRIVE STE. 110, WOODBURY, MN, 55125
- Plan Type: DC
- Total Participants: 180
- Total Assets: $52.7M
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 | 180 | $52.7M | $1.1M | $856,590 |
| 2023 | 140 | $44.6M | $884,704 | $888,401 |
| 2022 | 126 | $40.5M | $889,390 | $738,301 |
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 |
|---|---|---|---|---|
| CLIFFTONLARSONALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFFTONLARSONALLEN — 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 | $2,300 | — | — | — | — |
| 2023 | $1,666 | — | — | — | — |
| 2022 | $2,400 | — | $2,400 | — | — |