Plan Snapshot
- Plan Sponsor: Century Fence Co.
- Sponsor EIN: 390203700
- Sponsor Address: 1300 HICKORY STREET, PEWAUKEE, WI, 53072
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $47.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 141 | $47.4M | $3.1M | $1.4M |
| 2022 | 139 | $38.4M | $3.0M | $1.3M |
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 |
|---|---|---|---|---|
| SAGE ADVISORY GROUP | Investment Advisor | $70,000 | — | $70,000 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $59,032 | — | $59,032 |
| VRAKAS S C | Auditor | $19,000 | — | $19,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGE ADVISORY GROUP — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- VRAKAS S C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,032
- Estimated Expense Ratio: 0.312% of plan assets
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 |
|---|---|---|---|---|---|
| 2023 | $74,582 | $35,568 | $9,500 | — | — |
| 2022 | $55,709 | $25,000 | — | — | — |