Plan Snapshot
- Plan Sponsor: Cpt, INC.
- Sponsor EIN: 391996506
- Sponsor Address: 3706 ENTERPRISE DRIVE, JANESVILLE, WI, 53546
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $3.4M
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 | 100 | $3.4M | $144,505 | $420,642 |
| 2023 | 96 | $2.7M | $111,438 | $400,050 |
| 2022 | 170 | $2.2M | $177,692 | $427,094 |
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 |
|---|---|---|---|---|
| WEGNER CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPA — 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 | $27,445 | $13,888 | — | — | — |
| 2023 | $23,521 | $11,634 | — | — | — |
| 2022 | $34,178 | $18,318 | $15,860 | — | — |