Plan Snapshot
- Plan Sponsor: American Pasteurization Company, LLC
- Sponsor EIN: 161703323
- Sponsor Address: 2675 N MAYFAIR RD STE. 680, MILWAUKEE, WI, 53226
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $2.5M
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 | 222 | $2.5M | $174,314 | $330,040 |
| 2023 | 218 | $2.0M | $155,142 | $274,425 |
| 2022 | 171 | $1.3M | $112,142 | $212,228 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, 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 | $8,585 | $3,544 | — | — | — |
| 2023 | $11,603 | $1,856 | — | — | — |
| 2022 | $7,937 | $2,712 | $5,225 | — | — |