Plan Snapshot
- Plan Sponsor: E.C. Styberg Engineering Company
- Sponsor EIN: 390644639
- Sponsor Address: 1600 GOOLD ST, RACINE, WI, 53404
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 129 | $23.2M | $195,884 | $449,837 |
| 2023 | 124 | $24.9M | $149,867 | $427,039 |
| 2022 | 115 | $23.7M | $149,651 | $433,835 |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — 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 | $24,144 | — | $260 | — | — |
| 2023 | $17,524 | — | $12,654 | — | — |
| 2022 | $28,875 | — | $28,875 | — | — |