Plan Snapshot
- Plan Sponsor: Twin Cities Co-Op Partners
- Sponsor EIN: 822045239
- Sponsor Address: 2105 LYNDALE AVENUE SOUTH, MINNEAPOLIS, MN, 55405
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $12.3M
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 | 279 | $12.3M | $234,766 | $699,375 |
| 2023 | 293 | $11.7M | $119,379 | $357,312 |
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 |
|---|---|---|---|---|
| MAHONEY ULBRICH CHRISTIANSEN & RUSS | Auditor | — | — | $0 |
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 | $75,775 | $21,358 | $54,417 | — | — |
| 2023 | $32,783 | $9,145 | $23,638 | — | — |