Plan Snapshot
- Plan Sponsor: Batteries Plus, LLC
- Sponsor EIN: 391703248
- Sponsor Address: 1325 WALNUT RIDGE DRIVE, HARTLAND, WI, 53029
- Plan Type: 401(k)
- Total Participants: 1,015
- Total Assets: $41.1M
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 | 1,015 | $41.1M | $1.5M | $3.6M |
| 2023 | 994 | $40.0M | $1.5M | $3.7M |
| 2022 | 963 | $32.2M | $1.5M | $3.5M |
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 |
|---|---|---|---|---|
| GRANT THORNTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON — 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 | $108,469 | $39,567 | $68,902 | — | — |
| 2023 | $99,998 | $38,383 | $61,615 | — | — |
| 2022 | $147,675 | $47,877 | $59,972 | — | $39,826 |