Plan Snapshot
- Plan Sponsor: Alwin Manufacturing Co., INC.
- Sponsor EIN: 390126980
- Sponsor Address: 3061 S. RIDGE ROAD, SUITE 101, GREEN BAY, WI, 54307
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $9.7M
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. |
|---|---|---|---|---|
| 2024 | 283 | $9.7M | $425,734 | $748,507 |
| 2023 | 243 | $8.4M | $326,531 | $600,401 |
| 2022 | 215 | $7.1M | $309,965 | $591,685 |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — 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 | $55,457 | $32,569 | — | — | — |
| 2023 | $43,118 | $16,518 | — | — | — |
| 2022 | $38,334 | — | $38,334 | — | — |