Plan Snapshot
- Plan Sponsor: Badger Mining Corporation
- Sponsor EIN: 391322423
- Sponsor Address: 409 SOUTH CHURCH STREET, BERLIN, WI, 54923
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $76.1M
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 | 295 | $76.1M | $1.4M | $3.0M |
| 2023 | 290 | $68.5M | $1.6M | $3.2M |
| 2022 | 297 | $60.9M | $1.3M | $2.6M |
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 |
|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | Investment Advisor | $69,410 | — | $69,410 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $46,537 | — | $46,537 |
| WIPFLI LLP | Auditor | $11,312 | — | $11,312 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,259
- Estimated Expense Ratio: 0.167% 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 | $24,094 | — | — | — | — |
| 2023 | $39,146 | — | — | — | — |
| 2022 | $38,194 | — | — | — | — |