Plan Snapshot
- Plan Sponsor: First Impressions, S.C.
- Sponsor EIN: 391825887
- Sponsor Address: 413 N. 17TH AVE, WAUSAU, WI, 544014226
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 96 | $17.8M | $553,134 | $563,564 |
| 2023 | 82 | $15.4M | $497,663 | $506,199 |
| 2022 | 79 | $12.9M | $477,199 | $451,556 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
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 | $54,736 | $37,788 | — | — | — |
| 2023 | $69,895 | $33,508 | — | — | — |
| 2022 | $68,109 | $32,943 | — | — | $7,229 |