Plan Snapshot
- Plan Sponsor: Bauer Built, INC.
- Sponsor EIN: 390906216
- Sponsor Address: 1111 WEST PROSPECT ST., DURAND, WI, 54736
- Plan Type: 401(k)
- Total Participants: 508
- Total Assets: $83.1M
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 | 508 | $83.1M | $2.1M | $3.4M |
| 2023 | 489 | $75.8M | $2.5M | $3.6M |
| 2022 | 503 | $64.3M | $2.4M | $3.3M |
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 | NONE | $118,462 | — | $118,462 |
| MILLIMAN | NONE | $102,206 | — | $102,206 |
| CHARLES SCHWAB TRUST BANK | NONE | $27 | $28,714 | $28,741 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,409
- Estimated Expense Ratio: 0.300% 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 | $220,695 | $118,462 | $102,233 | — | — |
| 2023 | $176,582 | $108,583 | $67,999 | — | — |
| 2022 | $193,969 | — | — | — | $193,969 |