# Trustees Of Northern Mn-Wi Area Retail Clerks Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-northern-mn-wi-area-retail-clerks-pension-fund-plan

> Trustees Of Northern Mn-Wi Area Retail Clerks Pension Fund's DB plan: 1,510 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Northern Mn-Wi Area Retail Clerks Pension Fund

- **Sponsor EIN:** 416055635

- **Sponsor Address:** 2002 LONDON ROAD, ROOM 300, DULUTH, MN, 558122144

- **Plan Type:** DB

- **Total Participants:** 1,510

- **Total Assets:** $135.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,510|$135.6M|$3.0M|$0|

| 2023|1,668|$130.5M|$3.1M|$0|

| 2022|1,662|$120.6M|$3.1M|$0|

## 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|

| LEGACY PROFESSIONALS LLP|Auditor|$23,576|—|$23,576|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,576

- **Estimated Expense Ratio:** 0.017% 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|$1,043,157|$319,279|$243,600|$23,576|—|

| 2023|$1,020,267|$290,605|$235,200|$22,570|—|

| 2022|$979,756|$346,338|$226,800|—|$154,939|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-northern-mn-wi-area-retail-clerks-pension-fund-plan)

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