Plan Snapshot
- Plan Sponsor: The Anderson Consulting Group, INC.
- Sponsor EIN: 201150079
- Sponsor Address: 2871 W 160TH STREET, ROSEMOUNT, MN, 55068
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 91 | $9.9M | $402,403 | $470,628 |
| 2023 | 140 | $8.5M | $243,498 | $434,597 |
| 2022 | 114 | $6.6M | $219,642 | $422,869 |
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 |
|---|---|---|---|---|
| DS&B LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DS&B 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 | $24,548 | $15,851 | $8,697 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |