Plan Snapshot
- Plan Sponsor: G3 Industries, INC.
- Sponsor EIN: 391193638
- Sponsor Address: 1450 DON'S WAY, MOSINEE, WI, 54455
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $7.2M
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 | 148 | $7.2M | $109,287 | $505,444 |
| 2023 | 161 | $5.8M | $86,431 | $424,479 |
| 2022 | 146 | $3.9M | $60,789 | $333,952 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $50,679 | $19,215 | $29,050 | — | — |
| 2023 | $44,063 | $13,198 | $20,949 | $6,569 | — |
| 2022 | $44,626 | $44,626 | — | — | — |