Plan Snapshot
- Plan Sponsor: Viking Client Services, LLC
- Sponsor EIN: 411226381
- Sponsor Address: 10050 CROSSTOWN CIRCLE, EDEN PRAIRIE, MN, 553443783
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $11.5M
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 | 151 | $11.5M | $150,440 | $722,942 |
| 2023 | 146 | $10.2M | $174,305 | $634,666 |
| 2022 | 136 | $8.1M | $168,341 | $653,598 |
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 |
|---|---|---|---|---|
| THORESON 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 | $44,709 | $34,932 | $9,777 | — | — |
| 2023 | $35,585 | — | $35,585 | — | — |
| 2022 | $33,253 | — | $33,253 | — | — |