Plan Snapshot
- Plan Sponsor: Church Mutual Insurance Company, S.I.
- Sponsor EIN: 390712210
- Sponsor Address: 3000 SCHUSTER LANE, MERRILL, WI, 54452
- Plan Type: 401(k)
- Total Participants: 1,128
- Total Assets: $165.2M
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 | 1,128 | $165.2M | $5.3M | $8.7M |
| 2023 | 1,148 | $170.6M | $5.4M | $9.7M |
| 2022 | 1,148 | $148.1M | $5.1M | $9.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $87,470 | — | $87,470 |
| SPECTRUM INVESTMENT ADVISORS INC | INVESTMENT ADVISOR | $42,024 | — | $42,024 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,494
- Estimated Expense Ratio: 0.078% 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 |
|---|---|---|---|---|---|
| 2024 | $129,494 | $42,024 | — | — | — |
| 2023 | $126,902 | $44,115 | — | — | — |
| 2022 | $124,810 | — | $124,810 | — | — |