Plan Snapshot
- Plan Sponsor: Good Shepherd Services, Ltd
- Sponsor EIN: 391319766
- Sponsor Address: 607 BRONSON ROAD, SEYMOUR, WI, 54165
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 197
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 197 | $2.6M | $35,946 | $216,540 |
| 2023 | 173 | $2.2M | $27,168 | $191,420 |
| 2022 | 183 | $1.8M | $24,621 | $165,461 |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
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 | $1,640 | — | $1,640 | — | — |
| 2023 | $19,627 | — | $3,529 | — | — |
| 2022 | $4,395 | — | $4,395 | — | — |