Plan Snapshot
- Plan Sponsor: Board Of Trustees
- Sponsor EIN: 390542913
- Sponsor Address: P.O. BOX 530, KAUKAUNA, WI, 541300530
- Plan Type: DB
- Total Participants: 1,573
- Total Assets: $273.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,573 | $273.3M | $15.3M | $0 |
| 2023 | 1,484 | $244.0M | $14.5M | $0 |
| 2022 | 1,427 | $215.1M | $13.4M | $0 |
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 |
|---|---|---|---|---|
| MILLIMAN INC. | NONE | $184,220 | — | $184,220 |
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $157,773 | — | $157,773 |
| CORBIN CAPITAL PARTNERS, L.P | NONE | $152,405 | — | $152,405 |
| CRESCENT CAPITAL INVESTMENT TRUST | NONE | $131,996 | — | $131,996 |
| IFM INVESTORS | NONE | $92,021 | — | $92,021 |
| REINHART BOERNER VAN DEUREN S.C. | NONE | $90,170 | — | $90,170 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | NONE | $81,602 | — | $81,602 |
| JP MORGAN CHASE BANK, N.A. | NONE | $66,117 | — | $66,117 |
| MARQUETTE ASSOCIATES | NONE | $62,500 | — | $62,500 |
| BENEFIT PLAN ADMINISTRATION | NONE | $61,192 | — | $61,192 |
| ASB CAPITAL MANAGEMENT LLC | NONE | $33,597 | — | $33,597 |
| SIKICH CPA LLC | NONE | $27,630 | — | $27,630 |
| FIDUCIARY MANAGEMENT INC | NONE | $16,285 | — | $16,285 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC. — NONE
- JP MORGAN CHASE BANK, N.A. — NONE
- SIKICH CPA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,157,508
- Estimated Expense Ratio: 0.424% 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 | $1,307,523 | $796,809 | $61,192 | $27,630 | — |
| 2023 | $1,576,192 | $1,070,239 | $58,749 | $26,825 | — |
| 2022 | $1,299,354 | $832,884 | $50,763 | — | $299,657 |