Plan Snapshot
- Plan Sponsor: Advocap, INC.
- Sponsor EIN: 391053365
- Sponsor Address: 19 WEST FIRST STREET, FOND DU LAC, WI, 549361108
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $8.0M
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 | 158 | $8.0M | $254,164 | $304,895 |
| 2023 | 149 | $7.3M | $244,729 | $254,185 |
| 2022 | 162 | $6.5M | $238,709 | $238,967 |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $32,498 | — | $3,515 | — | — |
| 2023 | $31,538 | — | $5,999 | — | — |
| 2022 | $28,157 | — | $28,157 | — | — |