Plan Snapshot
- Plan Sponsor: Bader Rutter & Associates, INC.
- Sponsor EIN: 391184935
- Sponsor Address: 1433 NORTH WATER STREET SUITE 100, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $35.4M
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 | 164 | $35.4M | $623,919 | $2.1M |
| 2023 | 209 | $37.0M | $703,632 | $2.3M |
| 2022 | 241 | $31.8M | $729,003 | $2.2M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $175,641 | — | $175,641 |
| ANNEX WEALTH MANAGEMENT, LLC | SERVICE PROVIDER | $44,195 | — | $44,195 |
| REILLY, PENNER & BENTON LLP | SERVICE PROVIDER | $9,350 | — | $9,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- REILLY, PENNER & BENTON LLP — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,186
- Estimated Expense Ratio: 0.647% 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 | $229,186 | $44,195 | $112,557 | $9,350 | — |
| 2023 | $214,700 | $40,087 | $102,183 | $7,700 | — |
| 2022 | $113,514 | $48,112 | $65,402 | — | — |