Plan Snapshot
- Plan Sponsor: Amtraco American Trading Companies LLC
- Sponsor EIN: 300632722
- Sponsor Address: 4221 COURTNEY ROAD, FRANKSVILLE, WI, 53126
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 140 | $6.5M | $259,477 | $461,671 |
| 2022 | 146 | $5.3M | $221,395 | $439,338 |
| 2021 | 87 | $5.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, L.L.P | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, L.L.P — 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 |
|---|---|---|---|---|---|
| 2023 | $35,973 | $21,283 | $10,042 | — | — |
| 2022 | $21,264 | $17,503 | $3,761 | — | — |
| 2021 | $19,944 | $17,482 | $2,462 | — | — |