Plan Snapshot
- Plan Sponsor: The Foth Companies, LLC
- Sponsor EIN: 205814203
- Sponsor Address: 2121 INNOVATION COURT, DE PERE, WI, 541155095
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 895
- Total Assets: $209.5M
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. |
|---|---|---|---|---|
| 2025 | 895 | $209.5M | $0 | $0 |
| 2024 | 692 | $177.8M | $2.4M | $8.1M |
| 2023 | 642 | $154.8M | $2.2M | $7.5M |
| 2022 | 615 | $130.5M | $2.2M | $7.1M |
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 |
|---|---|---|---|---|
| FRANCIS LLC | Investment Advisor | $96,538 | — | $96,538 |
| ASSOCIATED TRUST COMPANY, N.A. | Other Service Provider | $83,832 | — | $83,832 |
| GRANT THORNTON | Auditor | $20,800 | — | $20,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $201,170
- Estimated Expense Ratio: 0.096% 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 |
|---|---|---|---|---|---|
| 2025 | $9,691,599 | $96,538 | — | $20,800 | — |
| 2024 | $181,507 | $84,922 | — | $16,080 | — |
| 2023 | $181,063 | $159,465 | — | $14,728 | — |
| 2022 | $177,704 | $159,316 | — | — | $11,960 |