Plan Snapshot
- Plan Sponsor: Zelle LLP
- Sponsor EIN: 943073879
- Sponsor Address: 500 WASHINGTON AVENUE SOUTH SUITE 4, MINNEAPOLIS, MN, 55415
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $69.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 95 | $69.5M | $2.1M | $1.5M |
| 2023 | 93 | $60.1M | $1.7M | $1.5M |
| 2022 | 87 | $47.5M | $1.6M | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $76,107 | — | $76,107 |
| BERGANKDV LTD | AUDITOR | $16,250 | — | $16,250 |
| BERGANKDV, LTD. | Auditor | $16,250 | — | $16,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERGANKDV, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,607
- Estimated Expense Ratio: 0.156% 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 | $94,724 | $2,367 | — | $16,250 | — |
| 2023 | $70,626 | $1,842 | — | — | — |
| 2022 | $60,471 | $48,841 | $11,630 | — | — |