Plan Snapshot
- Plan Sponsor: Franz Witte Landscape Contracting, INC.
- Sponsor EIN: 820513604
- Sponsor Address: 20005 11TH AVE N, NAMPA, ID, 83687
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 134
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 134 | $2.5M | $0 | $0 |
| 2024 | 100 | $1.8M | $97,789 | $227,947 |
| 2023 | 99 | $1.3M | $105,880 | $190,130 |
| 2022 | 82 | $918,344 | $92,864 | $197,438 |
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 |
|---|---|---|---|---|
| HAWKE FINANCIAL SERVICES | Investment Advisor | — | $10,602 | $10,602 |
| VOYA | Recordkeeper | $7,646 | $293 | $7,939 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,541
- Estimated Expense Ratio: 0.753% 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 | $61,944 | — | — | — | — |
| 2024 | $109,831 | — | — | — | — |
| 2023 | $64,560 | — | — | — | — |
| 2022 | $129,061 | — | — | — | — |