Plan Snapshot
- Plan Sponsor: Stubbe & Associates, INC.
- Sponsor EIN: 411546926
- Sponsor Address: 14525 HIGHWAY 7, MINNETONKA, MN, 553453737
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 101 | $12.5M | $170,271 | $884,187 |
| 2023 | 125 | $13.5M | $187,267 | $1.0M |
| 2022 | 114 | $12.3M | $150,836 | $853,310 |
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 |
|---|---|---|---|---|
| REDPATH AND COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDPATH AND COMPANY LLC — 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 | $62,636 | — | $62,636 | — | — |
| 2023 | $55,975 | — | $55,975 | — | — |
| 2022 | $57,164 | — | $57,164 | — | — |