# Continental Properties Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/continental-properties-company-inc-401k-plan

> Continental Properties Company, INC.'s 401(k) plan: 769 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Continental Properties Company, INC.

- **Sponsor EIN:** 391336954

- **Sponsor Address:** W 134 N8675 EXECUTIVE PKWY., MENOMONEE FALLS, WI, 53051

- **Plan Type:** 401(k)

- **Total Participants:** 769

- **Total Assets:** $34.9M

## 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|769|$34.9M|$1.1M|$3.1M|

| 2023|522|$29.5M|$976,053|$2.8M|

| 2022|510|$23.6M|$790,469|$2.5M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$13,677|—|$13,677|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,677

- **Estimated Expense Ratio:** 0.039% 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|$13,677|—|—|—|—|

| 2023|$9,559|—|—|—|—|

| 2022|$3,316|—|$3,316|—|—|

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