Plan Snapshot
- Plan Sponsor: Wilson-Mcshane Corporation
- Sponsor EIN: 410956552
- Sponsor Address: 3001 METRO DRIVE, BLOOMINGTON, MN, 55425
- Plan Type: 401(k)
- Total Participants: 454
- Total Assets: $67.7M
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 | 454 | $67.7M | $2.4M | $2.3M |
| 2023 | 480 | $60.0M | $2.1M | $2.2M |
| 2022 | 443 | $48.4M | $2.1M | $2.0M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $7,560 | — | $7,560 |
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- EIDE BAILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,560
- Estimated Expense Ratio: 0.011% 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 |
|---|---|---|---|---|---|
| 2024 | $7,560 | — | $7,560 | — | — |
| 2023 | $23,162 | — | $23,162 | — | — |
| 2022 | $4,738 | — | $4,738 | — | — |