Plan Snapshot
- Plan Sponsor: Two Harbors Investment Corp.
- Sponsor EIN: 270312904
- Sponsor Address: 1601 UTICA AVENUE SOUTH, SUITE 900, ST. LOUIS PARK, MN, 55416
- Plan Type: 401(k)
- Total Participants: 510
- Total Assets: $23.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 510 | $23.9M | $1.3M | $3.0M |
| 2023 | 460 | $18.3M | $677,183 | $1.7M |
| 2022 | 98 | $8.2M | $520,370 | $1.4M |
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 |
|---|---|---|---|---|
| LB CARLSON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LB CARLSON 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 | $71,983 | $123 | — | — | — |
| 2023 | $10,424 | $367 | — | — | — |
| 2022 | $13,250 | $118 | — | — | — |