# Bauer Built, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bauer-built-inc-401k-plan

> Bauer Built, INC.'s 401(k) plan: 508 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WIPFLI LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Enthusiast Enterprises, INC.](https://planprovider.pro/companies/enthusiast-enterprises-inc-401k-plan) — 373 participants

- [Pomps Tire Service INC.](https://planprovider.pro/companies/pomps-tire-service-inc-401k-plan) — 2,753 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bauer-built-inc-401k-plan)

© 2026 PlanProvider.Pro