# Total Expert, INC. 401(k) Plan
Source: https://planprovider.pro/companies/total-expert-inc-401k-plan

> Total Expert, INC.'s 401(k) plan: 377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [VESTWELL](https://planprovider.pro/provider/vestwell-llc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/total-expert-inc-401k-plan)

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