# Board Of Trustees 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-401k-plan

> Board Of Trustees's 401(k) plan: 2,130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — 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|

## Similar Plans

- [Plumbers & Steamfitters Local 434 Local 434](https://planprovider.pro/companies/plumbers-steamfitters-local-434-local-434-plan) — 1,748 participants

- [Board Of Trustees](https://planprovider.pro/companies/board-of-trustees-plan-001-2913) — 1,573 participants

- [Board Of Trustees Of The Plumbers 75 401k Plan](https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-75-401k-plan-plan) — 1,479 participants

- [Wisconsin Pipe Trades 401(K) Plan](https://planprovider.pro/companies/wisconsin-pipe-trades-401-k-plan-plan) — 3,238 participants

- [J.F. Ahern Co.](https://planprovider.pro/companies/j-f-ahern-co-401k-plan) — 738 participants

- [Dave Jones, LLC.](https://planprovider.pro/companies/dave-jones-inc-401k-plan) — 604 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-401k-plan)

© 2026 PlanProvider.Pro