Plan Snapshot
- Plan Sponsor: W.D. Larson Companies Ltd, INC.
- Sponsor EIN: 411244294
- Sponsor Address: 500 FORD ROAD, ST. LOUIS PARK, MN, 554261062
- Plan Type: 401(k)
- Total Participants: 782
- Total Assets: $55.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 782 | $55.4M | $1.1M | $3.9M |
| 2023 | 741 | $48.2M | $1.1M | $3.5M |
| 2022 | 698 | $40.8M | $840,010 | $3.0M |
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 | $134,260 | $40,200 | — | — | — |
| 2023 | $110,411 | $40,000 | — | — | — |
| 2022 | $117,937 | $40,000 | — | — | — |