Plan Snapshot
- Plan Sponsor: Tasks Unlimited Building Services
- Sponsor EIN: 411518696
- Sponsor Address: 2419 NICOLLET AVENUE, MINNEAPOLIS, MN, 55404
- Plan Type: DC
- Total Participants: 125
- Total Assets: $8.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $8.4M | $633,143 | $0 |
| 2023 | 128 | $8.0M | $582,554 | $0 |
| 2022 | 195 | $7.7M | $631,778 | $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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Recordkeeper | $58,749 | — | $58,749 |
| SAGEVIEW ADVISORY GROUP | Investment Advisor | $24,121 | — | $24,121 |
| EISNER ADVISORY GROUP LLC | Recordkeeper | $11,970 | — | $11,970 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — Recordkeeper
- SAGEVIEW ADVISORY GROUP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,840
- Estimated Expense Ratio: 1.132% 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 | $60,819 | — | $61,344 | — | — |
| 2023 | $58,454 | — | $58,454 | — | — |
| 2022 | $60,459 | — | $60,459 | — | — |