Plan Snapshot
- Plan Sponsor: Fetch Rewards LLC
- Sponsor EIN: 822979008
- Sponsor Address: 1050 EAST WASHINGTON STREET, MADISON, WI, 53703
- Plan Type: 401(k)
- Total Participants: 873
- Total Assets: $44.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 873 | $44.2M | $3.6M | $8.3M |
| 2023 | 734 | $27.2M | $2.9M | $6.6M |
| 2022 | 834 | $14.4M | $290,307 | $661,561 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $60,809 | — | $60,809 |
| NFP RETIREMENT INC | Investment Advisor | $27,145 | — | $27,145 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $6,957 | — | $6,957 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- NFP RETIREMENT INC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,911
- Estimated Expense Ratio: 0.215% 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 | $94,912 | $34,103 | — | — | — |
| 2023 | $52,930 | $18,157 | — | — | — |
| 2022 | — | — | — | — | — |