Plan Snapshot
- Plan Sponsor: Buechel Stone Corp.
- Sponsor EIN: 391270314
- Sponsor Address: W3639 COUNTY ROAD H, CHILTON, WI, 53014
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $4.7M
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. |
|---|---|---|---|---|
| 2024 | 146 | $4.7M | $9,125 | $311,584 |
| 2023 | 159 | $4.4M | $12,418 | $287,477 |
| 2022 | 141 | $3.6M | $21,756 | $282,394 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $35,487 | $16,776 | $18,711 | — | — |
| 2023 | $29,942 | $14,269 | $15,673 | — | — |
| 2022 | $27,071 | $12,788 | $14,283 | — | — |