401(k) Profit Sharing Plan Of The Arc Minnesota, Inc.
Sponsored by The Arc Minnesota, Inc. · EIN 410795254 · Plan #004
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 67
- With balances
- 173
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance | Contract administrator, Direct payment from the plan, Recordkeeping fees | $10,635 |
| Bremer Bank | Investment advisory (plan), Direct payment from the plan | $5,088 |
| Dwc Erisa Consultants | Contract administrator, Direct payment from the plan, Other services | $4,316 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |