# Upper Midwest Organ Procurement Organization INC. Dba Lifesource 401(k) Plan
Source: https://planprovider.pro/companies/upper-midwest-organ-procurement-organization-inc-dba-lifesource-401k-plan

> Upper Midwest Organ Procurement Organization INC. Dba Lifesource's 401(k) plan: 235 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upper Midwest Organ Procurement Organization INC. Dba Lifesource

- **Sponsor EIN:** 363584029

- **Sponsor Address:** 2225 WEST RIVER ROAD NORTH, MINNEAPOLIS, MN, 55411

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

- **Total Participants:** 235

- **Total Assets:** $37.8M

## 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|235|$37.8M|$1.8M|$2.2M|

| 2023|234|$34.5M|$1.7M|$2.0M|

| 2022|238|$34.3M|$1.4M|$1.8M|

## 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|

| THORESEN DIABY HELLE CONDON DODGE|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|$31,650|—|—|—|—|

| 2023|$11,236|—|—|—|—|

| 2022|$7,711|—|—|—|$7,711|

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