Plan Snapshot
- Plan Sponsor: C.G. Bretting Manufacturing Company, INC.
- Sponsor EIN: 390181590
- Sponsor Address: 3401 LAKE PARK ROAD, ASHLAND, WI, 54806
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $33.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 162 | $33.7M | $348,339 | $896,217 |
| 2023 | 165 | $29.4M | $316,039 | $733,300 |
| 2022 | 166 | $25.7M | $350,508 | $832,402 |
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 | $42,984 | $41,689 | — | — | — |
| 2023 | $65,644 | — | $2,000 | — | — |
| 2022 | $65,512 | $63,037 | $2,475 | — | — |