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: 106
- Total Assets: $8.2M
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 | 106 | $8.2M | $295,024 | $338,012 |
| 2023 | 109 | $7.0M | $294,080 | $317,029 |
| 2022 | 103 | $5.9M | $295,906 | $304,723 |
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 | $15,757 | $3,400 | — | — | — |
| 2023 | $13,188 | $4,412 | — | — | — |
| 2022 | $14,444 | $4,255 | — | — | $10,189 |