Plan Snapshot
- Plan Sponsor: Crush City Construction, Dba Lindus Construction
- Sponsor EIN: 814924644
- Sponsor Address: 879 HWY 63, BALDWIN, WI, 54002
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 144
- Total Assets: $14.2M
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. |
|---|---|---|---|---|
| 2023 | 144 | $14.2M | $415,365 | $1.1M |
| 2022 | 144 | $11.6M | $303,353 | $909,133 |
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 |
|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | Investment Advisor | $38,077 | — | $38,077 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $29,401 | — | $29,401 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,478
- Estimated Expense Ratio: 0.474% 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 |
|---|---|---|---|---|---|
| 2023 | $71,345 | $41,944 | — | — | — |
| 2022 | $63,427 | $36,297 | $27,130 | — | — |