Plan Snapshot
- Plan Sponsor: Supportive Living Solutions
- Sponsor EIN: 412011528
- Sponsor Address: 2515 WABASH AVENUE, ST. PAUL, MN, 55114
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $3.1M
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 | 171 | $3.1M | $26,732 | $314,912 |
| 2023 | 153 | $2.6M | $103,720 | $315,994 |
| 2022 | 151 | $2.0M | $91,933 | $244,603 |
| 2021 | 132 | $2.3M | $0 | $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 |
|---|---|---|---|---|
| BARNES DENNIG & CO, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO, LTD. — 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 | $29,118 | $13,797 | $15,321 | — | — |
| 2023 | $22,602 | $10,456 | $12,146 | — | — |
| 2022 | $20,642 | $19,223 | $1,419 | — | — |
| 2021 | $22,576 | $10,677 | $11,899 | — | — |