Plan Snapshot
- Plan Sponsor: Cedar Crest INC
- Sponsor EIN: 391025444
- Sponsor Address: 1702 SOUTH RIVER ROAD, JANESVILLE, WI, 53545
- Plan Type: 403(b)
- Total Participants: 294
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 294 | $5.4M | $134,692 | $202,534 |
| 2023 | 242 | $4.6M | $160,773 | $183,097 |
| 2022 | 210 | $4.1M | $160,972 | $190,120 |
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 |
|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCTS, S.C. | Auditor | — | — | $0 |
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 | $34,872 | — | — | — | — |
| 2023 | $33,247 | — | — | — | — |
| 2022 | $30,413 | — | — | — | — |