# University Of Minnesota Physicians 401(k) Plan
Source: https://planprovider.pro/companies/university-of-minnesota-physicians-401k-plan

> University Of Minnesota Physicians's 401(k) plan: 4,740 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Of Minnesota Physicians

- **Sponsor EIN:** 411843943

- **Sponsor Address:** 720 WASHINGTON ST SE, MINNEAPOLIS, MN, 55414

- **Plan Type:** 401(k)

- **Total Participants:** 4,740

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|4,740|$1.1B|$51.7M|$35.6M|

| 2023|4,566|$932.7M|$49.1M|$32.6M|

| 2022|4,046|$739.4M|$45.1M|$28.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$507,270|—|$507,270|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $507,270

- **Estimated Expense Ratio:** 0.046% 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|$508,770|—|—|—|—|

| 2023|$542,984|$192,138|—|$926|—|

| 2022|$477,431|$162,367|—|—|$600|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-minnesota-physicians-401k-plan)

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