# Conger Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/conger-industries-inc-401k-plan

> Conger Industries, INC.&#39;s 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NICOLET NATIONAL BANK|INVESTMENT ADVISOR|$32,764|—|$32,764|

| PENSION INC.|THIRD PARTY ADMINISTRATO|$24,032|—|$24,032|

| KERBER ROSE SC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KERBER ROSE SC](https://planprovider.pro/provider/kerberrose-sc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $56,796

- **Estimated Expense Ratio:** 0.433% 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|$56,796|$32,764|—|—|—|

| 2023|$50,131|$27,632|$22,499|—|—|

| 2022|$45,892|$25,405|$20,487|—|—|

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