Plan Snapshot
- Plan Sponsor: Fleet Farm Wholesale Supply Company, LLC
- Sponsor EIN: 410806238
- Sponsor Address: 2401 SOUTH MEMORIAL DRIVE, APPLETON, WI, 54915
- Plan Type: 401(k)
- Total Participants: 4,937
- Total Assets: $144.4M
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 | 4,937 | $144.4M | $1.5M | $5.8M |
| 2023 | 5,341 | $140.1M | $1.8M | $5.9M |
| 2022 | 5,025 | $129.3M | $1.6M | $5.9M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY EMPLOYER | $333,413 | — | $333,413 |
| JOHN A. KNUTSON & CO., PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
- JOHN A. KNUTSON & CO., PLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $333,413
- Estimated Expense Ratio: 0.231% 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 | $333,413 | $721 | $332,692 | — | — |
| 2023 | $402,865 | $7,212 | $317,669 | — | — |
| 2022 | $468,581 | — | — | — | $468,581 |