Plan Snapshot
- Plan Sponsor: Felker Brothers Corporation
- Sponsor EIN: 391305529
- Sponsor Address: 22 N CHESTNUT AVENUE, MARSHFIELD, WI, 54449
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $37.2M
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 | 149 | $37.2M | $1.2M | $957,140 |
| 2023 | 157 | $35.7M | $1.1M | $872,541 |
| 2022 | 165 | $30.7M | $1.2M | $835,641 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $75,846 | $16,850 | — | — | — |
| 2023 | $69,494 | $22,588 | — | — | — |
| 2022 | $78,120 | $22,745 | — | — | $55,375 |