Plan Snapshot
- Plan Sponsor: Fox Valley Metrology, Ltd.
- Sponsor EIN: 391836336
- Sponsor Address: 3114 MEDALIST DRIVE, OSHKOSH, WI, 54902
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $9.5M
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 | 175 | $9.5M | $318,326 | $591,877 |
| 2023 | 168 | $9.1M | $293,215 | $545,462 |
| 2022 | 130 | $7.0M | $250,128 | $460,616 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $36,968 | $24,428 | $12,540 | — | — |
| 2023 | $30,887 | $20,476 | $10,411 | — | — |
| 2022 | $35,752 | $11,579 | $24,173 | — | — |