Plan Snapshot
- Plan Sponsor: Coulee Bank
- Sponsor EIN: 390978524
- Sponsor Address: 1516 LOSEY BOULEVARD SOUTH, LA CROSSE, WI, 54602
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $13.6M
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 | 81 | $13.6M | $324,160 | $646,168 |
| 2023 | 92 | $15.3M | $384,500 | $644,388 |
| 2022 | 125 | $12.7M | $575,913 | $606,064 |
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 | NONE | $59,566 | — | $59,566 |
| HAWKINS ASH CPAS, LLP | NONE | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,066
- Estimated Expense Ratio: 0.501% 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 | $68,066 | $59,566 | $8,500 | — | — |
| 2023 | $53,452 | $53,452 | — | — | — |
| 2022 | — | — | — | — | — |