Plan Snapshot
- Plan Sponsor: Fraser
- Sponsor EIN: 410781858
- Sponsor Address: 302 273RD ST, OSCEOLA, WI, 54020
- Plan Type: 401(k)
- Total Participants: 1,696
- Total Assets: $31.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,696 | $31.2M | $1.1M | $2.9M |
| 2023 | 1,699 | $25.8M | $932,373 | $2.6M |
| 2022 | 2,126 | $21.2M | $0 | $2.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $133,227 | — | $133,227 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | INVESTMENT ADVISORY | $40,000 | $40,000 | $80,000 |
| BOULAY PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — INVESTMENT ADVISORY
- BOULAY PLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,227
- Estimated Expense Ratio: 0.683% 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 | $133,227 | — | $133,227 | — | — |
| 2023 | $158,654 | — | $118,933 | — | — |
| 2022 | $142,710 | — | $140,950 | — | — |