Plan Snapshot
- Plan Sponsor: Think Small
- Sponsor EIN: 411260581
- Sponsor Address: 10 YORKTON COURT, ST. PAUL, MN, 551171065
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $5.5M
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 | 100 | $5.5M | $242,963 | $417,794 |
| 2023 | 97 | $5.5M | $251,443 | $385,254 |
| 2022 | 101 | $5.1M | $240,100 | $374,140 |
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 |
|---|---|---|---|---|
| ABDO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ABDO LLP — 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 | $41,588 | — | $41,588 | — | — |
| 2023 | $39,558 | — | $39,558 | — | — |
| 2022 | $38,768 | — | $38,768 | — | — |