Plan Snapshot
- Plan Sponsor: B & K Transportation, INC.
- Sponsor EIN: 391414417
- Sponsor Address: 2500 W. SOUTHBRANCH BLVD, OAK CREEK, WI, 531544913
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $10.6M
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 | 91 | $10.6M | $128,460 | $567,779 |
| 2023 | 84 | $11.0M | $136,958 | $601,243 |
| 2022 | 93 | $11.0M | $148,462 | $628,732 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $52,535 | — | $52,535 | — | — |
| 2023 | $65,186 | $10,636 | $54,550 | — | — |
| 2022 | $60,208 | $4,418 | $55,790 | — | — |