Plan Snapshot
- Plan Sponsor: University Of Northwestern - St. Paul
- Sponsor EIN: 410711610
- Sponsor Address: 3003 SNELLING AVENUE NORTH, ST. PAUL, MN, 551131598
- Plan Type: 401(k)
- Total Participants: 844
- Total Assets: $69.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 844 | $69.5M | $1.2M | $2.6M |
| 2023 | 897 | $66.5M | $765,467 | $2.3M |
| 2022 | 939 | $61.3M | $747,904 | $2.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $111,212 | — | $111,212 | — | — |
| 2023 | $107,628 | — | $107,628 | — | — |
| 2022 | $114,823 | — | — | — | $114,823 |