Plan Snapshot
- Plan Sponsor: Bills Distributing, Ltd.
- Sponsor EIN: 391375927
- Sponsor Address: 5900 PACKER DR NE, MENOMONIE, WI, 547514940
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $14.9M
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 | 214 | $14.9M | $392,508 | $850,968 |
| 2023 | 198 | $13.2M | $324,705 | $685,230 |
| 2022 | 153 | $10.6M | $274,133 | $593,425 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $40,099 | $23,190 | — | — | — |
| 2023 | $28,246 | $18,565 | — | — | — |
| 2022 | $34,318 | — | — | — | — |