Plan Snapshot
- Plan Sponsor: Water Resources Group, INC.
- Sponsor EIN: 824501910
- Sponsor Address: PO BOX 296, 22360 COUNTY ROAD 12, DEERWOOD, MN, 56444
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $15.5M
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 | 192 | $15.5M | $361,309 | $1.0M |
| 2023 | 174 | $12.4M | $281,479 | $766,075 |
| 2022 | 122 | $10.2M | $269,126 | $627,074 |
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 |
|---|---|---|---|---|
| LB CARLSON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LB CARLSON, 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 | $44,388 | $38,872 | — | — | — |
| 2023 | $36,888 | $31,512 | — | — | — |
| 2022 | $34,796 | $30,151 | — | — | — |