Plan Snapshot
- Plan Sponsor: Gehl Foods, LLC
- Sponsor EIN: 390300460
- Sponsor Address: N116 W15970 MAIN STREET, GERMANTOWN, WI, 530222654
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 1,110
- Total Assets: $52.4M
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. |
|---|---|---|---|---|
| 2025 | 1,110 | $52.4M | $0 | $0 |
| 2024 | 949 | $45.8M | $1.2M | $3.6M |
| 2023 | 883 | $40.4M | $1.0M | $3.0M |
| 2022 | 843 | $34.4M | $812,598 | $2.7M |
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 | Recordkeeper | $181,293 | — | $181,293 |
| CREATIVE PLANNING, INC. | Investment Advisor | — | $92,620 | $92,620 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $273,913
- Estimated Expense Ratio: 0.523% 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 |
|---|---|---|---|---|---|
| 2025 | $6,919,473 | — | $181,294 | — | — |
| 2024 | $156,319 | — | $156,319 | — | — |
| 2023 | $135,058 | — | $135,058 | — | — |
| 2022 | $130,443 | — | $130,443 | — | — |