Plan Snapshot
- Plan Sponsor: Ansay & Associates, LLC
- Sponsor EIN: 271304628
- Sponsor Address: 101 EAST GRAND AVENUE, SUITE 11, PORT WASHINGTON, WI, 53074
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $30.1M
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 | 248 | $30.1M | $546,153 | $2.2M |
| 2023 | 234 | $27.2M | $518,847 | $2.1M |
| 2022 | 239 | $22.3M | $490,641 | $2.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $76,929 | — | $76,929 |
| GLOBAL RETIREMENT PARTNR | Investment Advisor | $8,208 | $20,350 | $28,558 |
| WELLTH ADVISORY SERVICES | Investment Advisor | $8,208 | $7,383 | $15,591 |
| THE RETIREMENT ADVANTAGE, INC. | Recordkeeper | $125 | $13,920 | $14,045 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNR — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,123
- Estimated Expense Ratio: 0.449% 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 | $68,110 | — | $68,110 | — | — |
| 2023 | $54,954 | — | $50,230 | — | — |
| 2022 | $63,038 | — | $63,038 | — | — |