Plan Snapshot
- Plan Sponsor: Denali Staffing, LLC
- Sponsor EIN: 205449049
- Sponsor Address: 2400 S. CALHOUN ROAD, NEW BERLIN, WI, 53151
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $11.6M
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 | 132 | $11.6M | $480,079 | $724,366 |
| 2023 | 171 | $11.3M | $513,173 | $812,346 |
| 2022 | 159 | $11.6M | $1.5M | $775,965 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | Other Service Provider | $9,930 | — | $9,930 |
| PPG RETIREMENT PLAN SERVICES LTD | Recordkeeper | — | $5,700 | $5,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,630
- Estimated Expense Ratio: 0.134% 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 | $8,155 | $430 | $6,855 | — | — |
| 2023 | $18,464 | — | $5,644 | — | — |
| 2022 | $26,695 | — | $26,695 | — | — |