Plan Snapshot
- Plan Sponsor: Great Northern Corporation
- Sponsor EIN: 390990697
- Sponsor Address: 395 STROEBE ROAD, APPLETON, WI, 54912
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $20.0M
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. |
|---|---|---|---|---|
| 2024 | 125 | $20.0M | $653,443 | $812,168 |
| 2023 | 140 | $17.9M | $651,598 | $815,653 |
| 2022 | 146 | $16.8M | $687,201 | $834,209 |
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 O | Recordkeeper | $67,832 | — | $67,832 |
| GALLAGHER BENEFIT SERVICES INC DBA | Investment Advisor | $42,960 | — | $42,960 |
| RETIREMENT STRATEGIES, LLC | Other Service Provider | — | $8,333 | $8,333 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,125
- Estimated Expense Ratio: 0.595% 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 | $114,399 | $42,960 | — | — | — |
| 2023 | $106,456 | $42,597 | $63,859 | — | — |
| 2022 | $53,889 | — | $53,889 | — | — |