# Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-plan-001-2913

> Board Of Trustees's DB plan: 1,573 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:** 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.](https://planprovider.pro/provider/milliman) — NONE

- [JP MORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [SIKICH CPA LLC](https://planprovider.pro/provider/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|

## Similar Plans

- [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

- [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-401k-plan) — 2,130 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

- [Bradley Corporation](https://planprovider.pro/companies/bradley-corporation-401k-plan) — 432 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-plan-001-2913)

© 2026 PlanProvider.Pro