Plan Snapshot
- Plan Sponsor: Contemporary, INC. Dba The Cawley Company
- Sponsor EIN: 391165428
- Sponsor Address: 1544 NORTH 8TH STREET, MANITOWOC, WI, 54221
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $8.0M
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 | 92 | $8.0M | $77,123 | $405,173 |
| 2023 | 93 | $6.8M | $71,424 | $387,915 |
| 2022 | 81 | $5.7M | $55,811 | $300,958 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $46,899 | $46,899 | — | — | — |
| 2023 | $39,031 | $39,031 | — | — | — |
| 2022 | $36,909 | $36,909 | — | — | — |