Plan Snapshot
- Plan Sponsor: Elkay Manufacturing Company
- Sponsor EIN: 361037010
- Sponsor Address: 511 W FRESHWATER WAY, MILWAUKEE, WI, 532044113
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 82 | $15.3M | $209,795 | $486,433 |
| 2023 | 97 | $15.4M | $205,560 | $308,615 |
| 2022 | 81 | $13.9M | $154,521 | $277,846 |
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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | $8,250 | — | $8,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,250
- Estimated Expense Ratio: 0.054% 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 | $31,772 | $3,881 | $19,641 | $8,250 | — |
| 2023 | $23,762 | $14,507 | $9,255 | — | — |
| 2022 | $28,985 | $28,460 | — | — | — |