Plan Snapshot
- Plan Sponsor: Tri-Valley Opportunity Council
- Sponsor EIN: 410888488
- Sponsor Address: 107 N BROADWAY SUITE 200, CROOKSTON, MN, 56716
- Plan Type: 401(k)
- Total Participants: 498
- Total Assets: $17.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 498 | $17.9M | $506,138 | $763,166 |
| 2023 | 346 | $15.5M | $491,251 | $707,806 |
| 2022 | 324 | $12.8M | $457,601 | $629,267 |
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 | $4,757 | — | — | — | — |
| 2023 | $3,347 | — | — | — | — |
| 2022 | $4,750 | — | — | — | — |