Plan Snapshot
- Plan Sponsor: Wheaton Dumont Co Op Elevator
- Sponsor EIN: 410248030
- Sponsor Address: 6587 US HIGHWAY 75 NORTH, WHEATON, MN, 56296
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 128
- Total Assets: $17.6M
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. |
|---|---|---|---|---|
| 2025 | 128 | $17.6M | $0 | $0 |
| 2024 | 101 | $15.3M | $376,383 | $504,241 |
| 2023 | 118 | $13.3M | $380,312 | $476,963 |
| 2022 | 106 | $11.8M | $370,916 | $469,767 |
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 |
|---|---|---|---|---|
| STANDCORP FINANCIAL GROUP | Other Service Provider | $37,407 | — | $37,407 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,407
- Estimated Expense Ratio: 0.213% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $858,356 | — | $39,426 | — | — |
| 2024 | $42,112 | — | $42,112 | — | — |
| 2023 | $17,863 | — | $17,863 | — | — |
| 2022 | $70,529 | $30,351 | $40,178 | — | — |