# Bank Of Sun Prairie DC Plan
Source: https://planprovider.pro/companies/bank-of-sun-prairie-plan-002

> Bank Of Sun Prairie's DC plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bank Of Sun Prairie

- **Sponsor EIN:** 390148140

- **Sponsor Address:** 228 EAST MAIN STREET, SUN PRAIRIE, WI, 53590

- **Plan Type:** DC

- **Total Participants:** 99

- **Total Assets:** $5.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|99|$5.4M|$0|$430,201|

| 2023|94|$4.8M|$0|$373,828|

| 2022|84|$4.3M|$0|$336,604|

## 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|

| ORGEL WEALTH MANAGEMENT, LLC|INVESTMENT ADVISOR|$17,962|—|$17,962|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$13,976|—|$13,976|

| SHORE TOMPKINS ACTUARIAL RESOURCES|CONTRACT ADMIN|$4,327|$4,490|$8,817|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,755

- **Estimated Expense Ratio:** 0.757% 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|$545,936|—|$55,486|—|—|

| 2023|$952,772|—|$46,993|—|—|

| 2022|$535,849|—|$46,546|—|—|

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