Plan Snapshot
- Plan Sponsor: Washburn-Mcreavy Funeral Chapels, INC.
- Sponsor EIN: 410783275
- Sponsor Address: 518 QUEENS GATE, NEW BRIGHTON, MN, 55112
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $23.5M
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 | 128 | $23.5M | $474,506 | $535,016 |
| 2023 | 126 | $21.2M | $445,361 | $493,251 |
| 2022 | 114 | $18.2M | $413,656 | $422,627 |
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 |
|---|---|---|---|---|
| CUMMINGS, KEEGAN & CO., PLLP | 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 | $1,400 | — | — | — | — |
| 2023 | $1,445 | — | — | — | — |
| 2022 | $1,707 | — | — | — | — |