Plan Snapshot
- Plan Sponsor: Wagner, Falconer, And Judd, Ltd.
- Sponsor EIN: 410984139
- Sponsor Address: FIFTH STREET TOWERS, MINNEAPOLIS, MN, 55402
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 63 | $5.6M | $131,826 | $253,926 |
| 2023 | 54 | $5.1M | $110,720 | $204,457 |
| 2022 | 64 | $5.3M | $122,372 | $212,513 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $75,898 | $67,273 | — | — | — |
| 2023 | $71,841 | $63,321 | — | — | — |
| 2022 | $74,758 | $67,358 | $7,400 | — | — |