Plan Snapshot
- Plan Sponsor: Community First Bank
- Sponsor EIN: 390176540
- Sponsor Address: 925 WISCONSIN AVENUE, BOSCOBEL, WI, 53805
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $14.1M
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 | 112 | $14.1M | $165,860 | $635,070 |
| 2023 | 113 | $12.6M | $150,515 | $579,643 |
| 2022 | 107 | $10.5M | $142,511 | $556,288 |
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 |
|---|---|---|---|---|
| TRUST POINT INC | NONE | $59,506 | — | $59,506 |
| MBE CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MBE CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,506
- Estimated Expense Ratio: 0.421% 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 | $59,506 | $59,506 | — | — | — |
| 2023 | $54,849 | $54,849 | — | — | — |
| 2022 | $50,514 | — | — | — | $50,514 |