Plan Snapshot
- Plan Sponsor: Fairchild Equipment, INC.
- Sponsor EIN: 363392836
- Sponsor Address: 2140 HUTSON ROAD, GREEN BAY, WI, 543034713
- Plan Type: 401(k)
- Total Participants: 332
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 332 | $22.8M | $506,237 | $1.9M |
| 2023 | 293 | $20.1M | $465,516 | $1.8M |
| 2022 | 266 | $16.3M | $371,671 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $74,484 | — | $74,484 |
| PRINCIPAL SECURITIES INC | OTHER SERVICES | — | $20,743 | $20,743 |
| KERBERROSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE SC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,227
- Estimated Expense Ratio: 0.418% 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 | $74,485 | — | $74,485 | — | — |
| 2023 | $53,215 | — | $53,215 | — | — |
| 2022 | $49,575 | — | $49,575 | — | — |