Plan Snapshot
- Plan Sponsor: Communication Innovations LLC
- Sponsor EIN: 205222679
- Sponsor Address: 2995 SUB ZERO PKWY, FITCHBURG, WI, 537116498
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $4.1M
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 | 130 | $4.1M | $266,613 | $536,699 |
| 2023 | 130 | $3.1M | $190,596 | $366,406 |
| 2022 | 100 | $2.1M | $149,987 | $287,438 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER | Investment Advisor | $14,986 | — | $14,986 |
| PAYCHEX, INC. | Recordkeeper | $12,016 | — | $12,016 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,002
- Estimated Expense Ratio: 0.653% 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 | $26,927 | $14,986 | $11,941 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |