# Courtesy Corporation 401(k) Plan
Source: https://planprovider.pro/companies/courtesy-corporation-401k-plan

> Courtesy Corporation's 401(k) plan: 1,039 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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