Plan Snapshot
- Plan Sponsor: Bliffert Lumber & Fuel Company INC.
- Sponsor EIN: 390170225
- Sponsor Address: 6826 S 13TH STREET, OAK CREEK, WI, 53154
- Plan Type: DC
- Total Participants: 378
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 378 | $22.4M | $1.2M | $1.6M |
| 2023 | 308 | $17.1M | $934,135 | $1.2M |
| 2022 | 247 | $11.8M | $696,516 | $891,281 |
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 |
|---|---|---|---|---|
| VRAKAS, S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS, S.C. — 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 | $16,815 | — | $15,425 | — | — |
| 2023 | $10,004 | — | — | — | — |
| 2022 | $6,610 | — | $6,610 | — | — |