Plan Snapshot
- Plan Sponsor: Bartolotta Management Group, INC.
- Sponsor EIN: 364664228
- Sponsor Address: 234 W. FLORIDA STREET, MILWAUKEE, WI, 53204
- Plan Type: 401(k)
- Total Participants: 623
- Total Assets: $3.0M
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 | 623 | $3.0M | $1,310 | $186,496 |
| 2023 | 360 | $2.7M | $0 | $173,558 |
| 2022 | 444 | $2.4M | $0 | $257,378 |
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 |
|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $15,494 | — | $15,494 |
| SPECTRUM INVESTMENT ADVISORS, INC | NONE | $14,625 | — | $14,625 |
| QUANDT BERNDT & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — NONE
- QUANDT BERNDT & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,119
- Estimated Expense Ratio: 1.001% 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 | $30,119 | $14,625 | $4,833 | — | — |
| 2023 | $35,887 | $12,924 | $8,556 | — | — |
| 2022 | $33,089 | $12,544 | $20,545 | — | — |