Plan Snapshot
- Plan Sponsor: Donohue & Associates INC
- Sponsor EIN: 391873700
- Sponsor Address: 3311 WEEDEN CREEK ROAD, SHEBOYGAN, WI, 53081
- Plan Type: DC
- Total Participants: 138
- Total Assets: $39.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 138 | $39.2M | $803,185 | $1.8M |
| 2023 | 121 | $32.7M | $720,116 | $1.6M |
| 2022 | 118 | $27.6M | $700,717 | $1.5M |
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 |
|---|---|---|---|---|
| ACEC RETIREMENT TRUST | OTHER | $44,989 | — | $44,989 |
| MAP RETIREMENT USA LLC | TPA | $4,300 | $5,000 | $9,300 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,059 | — | $9,059 |
| LUCIDA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCIDA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,348
- Estimated Expense Ratio: 0.162% 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 | $57,425 | $9,059 | $48,366 | — | — |
| 2023 | $44,723 | $5,668 | $2,175 | — | — |
| 2022 | $45,025 | $7,043 | $2,095 | — | — |