Plan Snapshot
- Plan Sponsor: Great Lakes Veneer, INC.
- Sponsor EIN: 391034902
- Sponsor Address: 222 SOUTH PARKVIEW AVENUE, MARION, WI, 54950
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $22.6M
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 | 150 | $22.6M | $248,983 | $564,486 |
| 2023 | 127 | $24.8M | $248,491 | $576,384 |
| 2022 | 151 | $24.4M | $329,086 | $752,063 |
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 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $64,934 | — | $64,934 | — | — |
| 2023 | $75,733 | — | $71,692 | — | — |
| 2022 | $76,253 | — | $76,253 | — | — |