Plan Snapshot
- Plan Sponsor: A&E Incorporated
- Sponsor EIN: 390778827
- Sponsor Address: 5501 21ST ST, RACINE, WI, 534065067
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 163 | $10.8M | $0 | $0 |
| 2024 | 139 | $10.4M | $158,862 | $619,432 |
| 2023 | 139 | $10.6M | $185,952 | $674,890 |
| 2022 | 161 | $9.2M | $191,405 | $672,553 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | $11,499 | — | $11,499 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,499
- Estimated Expense Ratio: 0.106% 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 | $45,923 | — | $34,424 | $11,499 | — |
| 2024 | $47,055 | — | $36,055 | $11,000 | — |
| 2023 | $53,400 | — | $42,901 | $10,499 | — |
| 2022 | $57,786 | — | $49,600 | — | $8,186 |