Plan Snapshot
- Plan Sponsor: Grande Cheese Company
- Sponsor EIN: 390867071
- Sponsor Address: 250 CAMELOT DRIVE, FOND DU LAC, WI, 54935
- Plan Type: 401(k)
- Total Participants: 1,234
- Total Assets: $211.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,234 | $211.4M | $4.2M | $10.2M |
| 2023 | 1,203 | $195.2M | $4.4M | $9.4M |
| 2022 | 1,139 | $169.4M | $3.5M | $8.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $138,802 | — | $138,802 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,802
- Estimated Expense Ratio: 0.066% 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 | $150,443 | — | — | — | — |
| 2023 | $200,009 | $30,000 | $168,616 | — | — |
| 2022 | $159,938 | — | $157,606 | — | — |