# Fox Valley Tool &amp; Die, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fox-valley-tool-die-inc-401k-plan

> Fox Valley Tool &amp; Die, INC.&#39;s 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fox Valley Tool & Die, INC.

- **Sponsor EIN:** 391137755

- **Sponsor Address:** 2310 E MAIN ST, KAUKAUNA, WI, 541301318

- **Plan Type:** 401(k)

- **Total Participants:** 145

- **Total Assets:** $25.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|145|$25.4M|$0|$0|

| 2023|144|$23.4M|$0|$0|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$85,355|—|$85,355|—|—|

| 2023|$141,206|—|$66,906|—|$64,233|

## Similar Plans

- [D & S Machine Service, INC.](https://planprovider.pro/companies/d-s-machine-service-inc-401k-plan) — 154 participants

- [Strohwig Industries, INC.](https://planprovider.pro/companies/strohwig-industries-inc-plan-001) — 129 participants

- [E.K. Machine Company, INC.](https://planprovider.pro/companies/e-k-machine-company-inc-401k-plan) — 165 participants

- [Urban Manufacturing Co., INC.](https://planprovider.pro/companies/urban-manufacturing-co-inc-401k-plan) — 166 participants

- [Minneapolis-Fowlerville Corporation](https://planprovider.pro/companies/minneapolis-fowlerville-corporation-401k-plan) — 168 participants

- [N.E.W. Industries, INC.](https://planprovider.pro/companies/n-e-w-industries-inc-401k-plan) — 169 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fox-valley-tool-die-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
