Plan Snapshot
- Plan Sponsor: Engine & Transmission Exchange, INC.
- Sponsor EIN: 391571264
- Sponsor Address: 8155 N. 76TH STREET, MILWAUKEE, WI, 53223
- Plan Type: 401(k)
- Total Participants: 579
- Total Assets: $7.7M
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 | 579 | $7.7M | $45,058 | $794,518 |
| 2023 | 536 | $6.1M | $42,228 | $759,144 |
| 2022 | 487 | $4.6M | $34,185 | $611,441 |
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 |
|---|---|---|---|---|
| VRAKAS, S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS, S.C. — 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 | $12,432 | $6,407 | $5,425 | — | — |
| 2023 | $9,120 | — | — | — | — |
| 2022 | $8,449 | — | $8,449 | — | — |