Plan Snapshot
- Plan Sponsor: Fsi, INC.
- Sponsor EIN: 391751953
- Sponsor Address: 2651 KIRKING COURT, PORTAGE, WI, 53901
- Plan Type: 401(k)
- Total Participants: 1,804
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,804 | $8.8M | $508,355 | $1.1M |
| 2023 | 1,346 | $6.7M | $415,592 | $890,555 |
| 2022 | 1,347 | $4.6M | $359,963 | $769,622 |
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 |
|---|---|---|---|---|
| PREMIER RETIREMENT PARTNERS | NONE | $2,329 | $7,577 | $9,906 |
| EMPOWER ADVISORY GROUP LLC | NONE | $9,269 | — | $9,269 |
| AMERIPRISE FINANCIAL SERVICES INC | NONE | — | $7,572 | $7,572 |
| MBE CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MBE CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,747
- Estimated Expense Ratio: 0.303% 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 | $14,643 | $9,269 | $2,329 | — | — |
| 2023 | $11,868 | $5,608 | $3,010 | — | — |
| 2022 | $6,922 | — | — | — | $6,922 |