Plan Snapshot
- Plan Sponsor: Cielo, INC.
- Sponsor EIN: 760807472
- Sponsor Address: 10100 W INNOVATION DRIVE, WAUWATOSA, WI, 53226
- Plan Type: 401(k)
- Total Participants: 1,017
- Total Assets: $63.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,017 | $63.5M | $1.5M | $6.7M |
| 2023 | 1,146 | $55.1M | $1.5M | $8.4M |
| 2022 | 1,871 | $43.2M | $1.9M | $8.5M |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | PLAN ADMINISTRATOR | $134,788 | — | $134,788 |
| NFP RETIREMENT INC | ADVISOR | $73,940 | — | $73,940 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,051 | — | $15,051 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $223,779
- Estimated Expense Ratio: 0.352% 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 | $223,779 | $88,990 | $8,407 | — | — |
| 2023 | $194,608 | $71,067 | $10,920 | — | — |
| 2022 | $155,152 | $6,931 | — | — | — |