Plan Snapshot
- Plan Sponsor: Toltz King Duvall Anderson And Associates Incorporated
- Sponsor EIN: 410579540
- Sponsor Address: 444 CEDAR STREET, SUITE 1500, ST PAUL, MN, 551010000
- Plan Type: DC
- Total Participants: 432
- Total Assets: $54.1M
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 | 432 | $54.1M | $5.0M | $0 |
| 2023 | 383 | $51.6M | $4.0M | $0 |
| 2022 | 345 | $45.6M | $4.0M | $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 | $11,123 | $11,123 | — | — | — |
| 2023 | $6,391 | $6,391 | — | — | — |
| 2022 | $8,040 | $8,040 | — | — | — |