Plan Snapshot
- Plan Sponsor: Appvion, LLC
- Sponsor EIN: 873735970
- Sponsor Address: PO BOX 359, APPLETON, WI, 549120359
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $76.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 307 | $76.3M | $2.4M | $3.2M |
| 2023 | 339 | $72.2M | $2.9M | $3.2M |
| 2022 | 349 | $66.1M | $2.8M | $3.2M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — 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 | $77,036 | $34,852 | $42,184 | — | — |
| 2023 | $127,046 | $43,489 | $83,557 | — | — |
| 2022 | $131,149 | $43,487 | $87,662 | — | — |