Plan Snapshot
- Plan Sponsor: Topline Financial Credit Union
- Sponsor EIN: 410415960
- Sponsor Address: 9353 JEFFERSON HIGHWAY, MAPLE GROVE, MN, 55369
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $24.8M
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 | 168 | $24.8M | $603,591 | $870,254 |
| 2023 | 146 | $16.0M | $530,506 | $832,190 |
| 2022 | 109 | $14.2M | $516,231 | $765,636 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $43,342 | $37,994 | — | — | — |
| 2023 | $39,938 | $31,104 | $1,040 | — | — |
| 2022 | $48,204 | — | $48,204 | — | — |