Plan Snapshot
- Plan Sponsor: Toppan Merrill LLC
- Sponsor EIN: 831174166
- Sponsor Address: 1501 ENERGY PARK DR, ST PAUL, MN, 55108
- Plan Type: 401(k)
- Total Participants: 1,004
- Total Assets: $460.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,004 | $460.8M | $3.8M | $9.1M |
| 2023 | 998 | $409.4M | $3.9M | $8.6M |
| 2022 | 1,095 | $354.0M | $3.9M | $8.7M |
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 |
|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | INVESTMENT ADVISOR | $38,000 | — | $38,000 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,000
- Estimated Expense Ratio: 0.008% 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 | $158,269 | $38,000 | $600 | — | — |
| 2023 | $149,328 | — | $600 | — | — |
| 2022 | $156,810 | — | — | — | — |