Plan Snapshot
- Plan Sponsor: Board Of Trustees
- Sponsor EIN: 391511099
- Sponsor Address: P.O. BOX 530, KAUKAUNA, WI, 541300530
- Plan Type: 401(k)
- Total Participants: 2,130
- Total Assets: $476.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,130 | $476.8M | $18.5M | $5.8M |
| 2023 | 2,013 | $428.8M | $17.2M | $5.1M |
| 2022 | 1,896 | $374.3M | $16.3M | $4.4M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | $38,540 | — | $38,540 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,540
- Estimated Expense Ratio: 0.008% 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 | $1,065,930 | $618,766 | $63,400 | $38,540 | — |
| 2023 | $1,248,294 | $851,355 | $60,956 | $37,415 | — |
| 2022 | $1,286,405 | $901,021 | $58,606 | — | $92,061 |