# Church Mutual Insurance Company, S.I. 401(k) Plan
Source: https://planprovider.pro/companies/church-mutual-insurance-company-s-i-401k-plan

> Church Mutual Insurance Company, S.I.'s 401(k) plan: 1,128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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