Plan Snapshot
- Plan Sponsor: Badger Coaches, INC.
- Sponsor EIN: 390749816
- Sponsor Address: 5501 FEMRITE DRIVE, MADISON, WI, 53718
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 122 | $7.3M | $56,608 | $308,378 |
| 2023 | 83 | $7.0M | $58,776 | $306,632 |
| 2022 | 227 | $6.0M | $59,948 | $318,753 |
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 |
|---|---|---|---|---|
| LUCIDA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCIDA 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 | $955,823 | — | $2,875 | — | — |
| 2023 | $534,868 | — | $3,060 | — | — |
| 2022 | $3,549 | $414 | — | — | — |