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 |
|---|---|---|---|---|
| JP MORGAN INVESTMENT MGMT, INC. | NONE | $253,378 | — | $253,378 |
| MILLIMAN, INC. | NONE | $185,759 | — | $185,759 |
| IFM INVESTORS | NONE | $138,032 | — | $138,032 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | NONE | $130,754 | — | $130,754 |
| MORGAN STANLEY | NONE | $125,486 | — | $125,486 |
| REINHART BOERNER VAN DEUREN S.C. | NONE | $81,943 | — | $81,943 |
| MARQUETTE ASSOCIATES | NONE | $65,000 | — | $65,000 |
| BENEFIT PLAN ADMINISTRATION | NONE | $64,498 | — | $64,498 |
| SIKICH CPA LLC | NONE | $38,540 | — | $38,540 |
| MATRIX TRUST COMPANY | NONE | $36,870 | — | $36,870 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MGMT, INC. — NONE
- MORGAN STANLEY — NONE
- SIKICH CPA LLC — NONE
- MATRIX TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,120,260
- Estimated Expense Ratio: 0.235% 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 |