# Colder&#39;S, INC. 401(k) Plan
Source: https://planprovider.pro/companies/colder-s-inc-391750149-001

> Colder&#39;S, INC.&#39;s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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