Plan Snapshot
- Plan Sponsor: Forest County Potawatomi Community
- Sponsor EIN: 391225059
- Sponsor Address: P.O. BOX 340, CRANDON, WI, 54520
- Plan Type: 401(k)
- Total Participants: 3,667
- Total Assets: $143.6M
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 | 3,667 | $143.6M | $4.8M | $13.2M |
| 2023 | 3,496 | $123.6M | $4.3M | $11.8M |
| 2022 | 2,990 | $98.9M | $3.7M | $10.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $327,642 | — | $327,642 |
| HAWKINS ASH CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- HAWKINS ASH CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $327,642
- Estimated Expense Ratio: 0.228% 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 | $327,642 | — | — | — | — |
| 2023 | $293,522 | — | — | — | — |
| 2022 | $282,625 | — | — | — | — |