Plan Snapshot
- Plan Sponsor: Auer Steel & Heating Supply Co.
- Sponsor EIN: 390139306
- Sponsor Address: 2935 W SILVER SPRING DRIVE, MILWAUKEE, WI, 53209
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $38.9M
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 | 298 | $38.9M | $1.2M | $2.2M |
| 2023 | 294 | $36.1M | $1.3M | $2.1M |
| 2022 | 293 | $29.7M | $1.3M | $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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $91,904 | — | $91,904 |
| HARBOUR INVESTMENTS INC | SERVICE PROVIDER | — | $46,480 | $46,480 |
| REILLY, PENNER & BENTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARBOUR INVESTMENTS INC — SERVICE PROVIDER
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,384
- Estimated Expense Ratio: 0.356% 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 | $91,904 | $270 | $91,134 | — | — |
| 2023 | $77,722 | $14 | $77,308 | — | — |
| 2022 | $94,885 | — | — | — | — |