Esop Partners, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Esop Partners, INC.
  • Sponsor EIN: 205396546
  • Sponsor Address: 3601 E EVERGREEN DR SUITE 200, APPLETON, WI, 54913
  • Plan Type: DC
  • Plan Number: 002
  • Total Participants: 34
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202534$1.2M$0$0
202432$694,869$150,000$0
202330$522,225$135,000$0
202224$240,580$81,437$0

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