Plan Snapshot
- Plan Sponsor: Badger Mutual Insurance Company
- Sponsor EIN: 390143380
- Sponsor Address: 1134 NORTH 9TH STREET, MILWAUKEE, WI, 53233
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $21.1M
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 | 87 | $21.1M | $488,602 | $846,881 |
| 2023 | 96 | $20.3M | $0 | $992,670 |
| 2022 | 95 | $17.2M | $184,198 | $998,431 |
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 |
|---|---|---|---|---|
| REILLY, PENNER & BENTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $101,887 | $51,150 | — | — | — |
| 2023 | $89,494 | $45,382 | — | — | — |
| 2022 | $102,487 | $45,962 | — | — | $56,525 |