Plan Snapshot
- Plan Sponsor: David J. Frank Landscape Contracting, INC.
- Sponsor EIN: 391206455
- Sponsor Address: N120 W21350 FREISTADT ROAD, GERMANTOWN, WI, 53022
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $8.4M
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 | 212 | $8.4M | $62,704 | $496,368 |
| 2023 | 200 | $8.0M | $300,551 | $462,231 |
| 2022 | 227 | $6.9M | $66,786 | $478,464 |
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 |
|---|---|---|---|---|
| REILLY, PENNER & BENTON LLP | Auditor | $8,745 | — | $8,745 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,745
- Estimated Expense Ratio: 0.105% 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 | $70,834 | $31,395 | $7,928 | $8,745 | — |
| 2023 | $48,169 | — | — | — | — |
| 2022 | $69,600 | $69,600 | — | — | — |