Plan Snapshot
- Plan Sponsor: Fraser Industries
- Sponsor EIN: 271970821
- Sponsor Address: 1 CLOUGH AVE, SUPERIOR, WI, 54880
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 96 | $3.2M | $258,346 | $282,149 |
| 2023 | 96 | $2.8M | $261,179 | $250,795 |
| 2022 | 139 | $2.3M | $342,688 | $306,114 |
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 |
|---|---|---|---|---|
| WIPFLI | Auditor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,000
- Estimated Expense Ratio: 0.500% 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 | $48,185 | $10,179 | $22,006 | $16,000 | — |
| 2023 | $40,288 | $8,233 | $22,055 | $10,000 | — |
| 2022 | $50,479 | $8,103 | $27,109 | — | $15,267 |