Plan Snapshot
- Plan Sponsor: Brunk Industries, INC.
- Sponsor EIN: 391022662
- Sponsor Address: PO BOX 310, LAKE GENEVA, WI, 531470310
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 331
- Total Assets: $33.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 331 | $33.9M | $0 | $0 |
| 2024 | 303 | $28.5M | $527,071 | $1.5M |
| 2023 | 291 | $25.7M | $492,655 | $1.4M |
| 2022 | 309 | $23.5M | $435,427 | $1.3M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | Investment Advisor | $60,294 | — | $60,294 |
| WIPFLI LLP | Recordkeeper | $44,284 | — | $44,284 |
| WIPFLI ADVISORY | Recordkeeper | $16,500 | — | $16,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,078
- Estimated Expense Ratio: 0.357% 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 |
|---|---|---|---|---|---|
| 2025 | $2,520,442 | $60,294 | — | — | — |
| 2024 | $116,436 | $57,722 | — | — | — |
| 2023 | $93,168 | $41,382 | — | — | — |
| 2022 | $104,789 | $55,119 | $49,670 | — | — |