Plan Snapshot
- Plan Sponsor: Total Expert, INC.
- Sponsor EIN: 812229221
- Sponsor Address: 1600 UTICA AVENUE S, ST. LOUIS PARK, MN, 55416
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $18.0M
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 | 377 | $18.0M | $620,585 | $2.6M |
| 2023 | 393 | $14.9M | $870,539 | $3.0M |
| 2022 | 304 | $9.6M | $912,732 | $2.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $82,021 | — | $82,021 |
| VESTWELL | RECORDKEEPER | $53,670 | — | $53,670 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
- VESTWELL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,691
- Estimated Expense Ratio: 0.755% 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 | $135,691 | — | $17,194 | $82,021 | — |
| 2023 | $107,175 | $41,529 | $11,978 | — | — |
| 2022 | $73,352 | $39,677 | $33,675 | — | — |