Plan Snapshot
- Plan Sponsor: Glenn Rieder, LLC
- Sponsor EIN: 391048479
- Sponsor Address: 6520 W. BECHER PLACE, WEST ALLIS, WI, 53219
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 275 | $19.6M | $811,196 | $1.6M |
| 2023 | 258 | $18.3M | $720,824 | $1.4M |
| 2022 | 200 | $15.4M | $636,427 | $1.2M |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — 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 | $87,138 | $50,103 | $12,823 | — | — |
| 2023 | $78,663 | $46,557 | $10,204 | — | — |
| 2022 | $80,519 | $47,535 | $32,984 | — | — |