Plan Snapshot
- Plan Sponsor: Ucare Minnesota
- Sponsor EIN: 363573805
- Sponsor Address: 500 STINSON BOULEVARD NE, MINNEAPOLIS, MN, 554132615
- Plan Type: 401(k)
- Total Participants: 1,755
- Total Assets: $150.3M
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 | 1,755 | $150.3M | $6.4M | $12.3M |
| 2023 | 1,564 | $122.6M | $5.7M | $11.0M |
| 2022 | 1,326 | $95.4M | $4.3M | $8.5M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN 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 | $284,034 | $223,364 | — | — | — |
| 2023 | $212,736 | $172,425 | — | — | — |
| 2022 | $424,681 | — | — | — | $424,681 |