Plan Snapshot
- Plan Sponsor: Conger Industries, INC.
- Sponsor EIN: 391127208
- Sponsor Address: P. O. BOX 13507, GREEN BAY, WI, 543073507
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $13.1M
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 | 129 | $13.1M | $368,721 | $851,668 |
| 2023 | 133 | $10.4M | $337,747 | $761,399 |
| 2022 | 122 | $8.3M | $173,852 | $702,961 |
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 |
|---|---|---|---|---|
| KERBER ROSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER ROSE SC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,796 | $32,764 | — | — | — |
| 2023 | $50,131 | $27,632 | $22,499 | — | — |
| 2022 | $45,892 | $25,405 | $20,487 | — | — |