# Airoldi Brothers, INC. DC Plan
Source: https://planprovider.pro/companies/airoldi-brothers-inc-plan-001

> Airoldi Brothers, INC.'s DC plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Airoldi Brothers, INC.

- **Sponsor EIN:** 390834611

- **Sponsor Address:** 6930 S. 6TH STREET, OAK CREEK, WI, 53154

- **Plan Type:** DC

- **Total Participants:** 320

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|320|$9.9M|$457,873|$1.2M|

| 2023|326|$7.5M|$462,087|$1.1M|

| 2022|239|$5.5M|$420,346|$891,942|

## 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|$33,866|—|$33,866|

| NORTHWESTERN MUTUAL WEALTH MANAGEME|NONE|$28,910|—|$28,910|

| SIKICH CPA LLC|Auditor|$22,940|—|$22,940|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [NORTHWESTERN MUTUAL WEALTH MANAGEME](https://planprovider.pro/provider/northwestern-mutual) — NONE

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $85,716

- **Estimated Expense Ratio:** 0.862% 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|$62,813|—|$39,873|$22,940|—|

| 2023|$46,684|$21,658|$25,026|—|—|

| 2022|$40,646|—|$40,646|—|—|

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