Plan Snapshot
- Plan Sponsor: Colder'S, INC.
- Sponsor EIN: 391750149
- Sponsor Address: 333 SOUTH 108TH STREET, WEST ALLIS, WI, 53214
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 133
- Total Assets: $9.5M
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 | 133 | $9.5M | $0 | $360,519 |
| 2023 | 135 | $9.5M | $0 | $424,333 |
| 2022 | 141 | $8.8M | $0 | $403,740 |
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 |
|---|---|---|---|---|
| HARBOUR INVESTMENTS INC. | Investment Advisor | $10,800 | — | $10,800 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $8,535 | — | $8,535 |
| BLUE CHIP RETIREMENT PLANS, INC. | Other Service Provider | $6,446 | — | $6,446 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARBOUR INVESTMENTS INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,781
- Estimated Expense Ratio: 0.272% 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 | $36,344 | $16,563 | $6,446 | $4,800 | — |
| 2023 | $36,361 | $16,165 | $6,090 | $7,785 | — |
| 2022 | $38,884 | — | $38,884 | — | — |