Plan Snapshot
- Plan Sponsor: Stubbe & Associates, INC.
- Sponsor EIN: 411546926
- Sponsor Address: 14525 HIGHWAY 7 SUITE #365, MINNETONKA, MN, 55345
- Plan Type: DC
- Total Participants: 101
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 101 | $2.0M | $26,097 | $0 |
| 2023 | 125 | $2.9M | $26,208 | $0 |
| 2022 | 119 | $3.3M | $50,000 | $0 |
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 | $7,600 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |