Plan Snapshot
- Plan Sponsor: Brunner Manufacturing Company INC.
- Sponsor EIN: 391087853
- Sponsor Address: 1025 PARKER DR., MAUSTON, WI, 53948
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 226 | $28.2M | $528,038 | $840,564 |
| 2023 | 236 | $28.7M | $640,411 | $989,044 |
| 2022 | 245 | $25.5M | $629,386 | $967,531 |
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 |
|---|---|---|---|---|
| WEGNER CPAS, LLP | ACCOUNTANT/AUDITOR | $10,900 | — | $10,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,900
- Estimated Expense Ratio: 0.039% 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 | -$47,384 | — | — | $10,900 | — |
| 2023 | -$46,812 | — | — | $9,900 | — |
| 2022 | -$5,291 | — | — | — | — |