Plan Snapshot
- Plan Sponsor: Cedar Crest Specialties, INC.
- Sponsor EIN: 391146515
- Sponsor Address: 7269 HWY 60, CEDARBURG, WI, 53012
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 122
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 122 | $9.3M | $0 | $0 |
| 2024 | 93 | $8.8M | $229,618 | $438,974 |
| 2023 | 87 | $8.7M | $221,848 | $428,810 |
| 2022 | 94 | $7.8M | $236,615 | $419,316 |
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 |
|---|---|---|---|---|
| VRAKAS, 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 |
|---|---|---|---|---|---|
| 2025 | $1,493,925 | — | $55,315 | — | — |
| 2024 | $42,347 | — | $42,347 | — | — |
| 2023 | $38,853 | — | $38,853 | — | — |
| 2022 | $47,779 | — | $47,779 | — | — |