Plan Snapshot
- Plan Sponsor: Courtesy Corporation
- Sponsor EIN: 390963146
- Sponsor Address: 2700 NATIONAL DRIVE, ONALASKA, WI, 54650
- Plan Type: 401(k)
- Total Participants: 1,039
- Total Assets: $4.5M
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 | 1,039 | $4.5M | $0 | $446,796 |
| 2023 | 931 | $3.7M | $0 | $416,563 |
| 2022 | 832 | $3.1M | $0 | $386,040 |
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 INC. | NONE | $28,085 | — | $28,085 |
| ENGELSON AND ASSOCIATES, LTD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,085
- Estimated Expense Ratio: 0.622% 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 | $28,085 | $28,085 | — | — | — |
| 2023 | $24,663 | $24,663 | — | — | — |
| 2022 | $21,790 | — | — | — | $21,790 |