Plan Snapshot
- Plan Sponsor: Fristam Pumps Usa, Limited Partnership
- Sponsor EIN: 391263235
- Sponsor Address: 2410 PARKVIEW ROAD, MIDDLETON, WI, 53562
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 112 | $19.2M | $137,278 | $821,961 |
| 2023 | 114 | $20.2M | $138,275 | $788,173 |
| 2022 | 102 | $16.3M | $131,342 | $740,780 |
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | Investment Advisor | $29,264 | — | $29,264 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $12,436 | — | $12,436 |
| AMERIPRISE FINANCIAL INC DBA COLUMB | Investment Advisor | $10,296 | — | $10,296 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,996
- Estimated Expense Ratio: 0.271% 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 | $51,642 | $36,531 | $2,675 | — | — |
| 2023 | $45,095 | $45,095 | — | — | — |
| 2022 | $45,429 | $45,429 | — | — | — |