Plan Snapshot
- Plan Sponsor: Trusted Fraternal Life
- Sponsor EIN: 390201015
- Sponsor Address: 1100 W WELLS ST, MILWAUKEE, WI, 532332391
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $30.1M
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 | 109 | $30.1M | $545,932 | $962,225 |
| 2023 | 109 | $27.2M | $517,415 | $897,662 |
| 2022 | 100 | $24.0M | $467,446 | $872,675 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $63,280 | $59,065 | — | — | — |
| 2023 | $58,231 | $53,841 | — | — | — |
| 2022 | $64,086 | $60,766 | — | — | — |