Plan Snapshot
- Plan Sponsor: Greenheck Fan Corporation
- Sponsor EIN: 390920319
- Sponsor Address: P.O. BOX 410, SCHOFIELD, WI, 544760410
- Plan Type: 401(k)
- Total Participants: 4,531
- Total Assets: $578.9M
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 | 4,531 | $578.9M | $14.2M | $25.7M |
| 2023 | 4,289 | $515.9M | $13.4M | $23.7M |
| 2022 | 4,124 | $443.5M | $11.1M | $20.2M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC | Recordkeeper | $495,037 | — | $495,037 |
| MATRIX TRUST COMPANY | Recordkeeper | $86,338 | — | $86,338 |
| FRANCIS INVESTMENT COUNSEL | Investment Advisor | $41,640 | — | $41,640 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC — Recordkeeper
- MATRIX TRUST COMPANY — Recordkeeper
- FRANCIS INVESTMENT COUNSEL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $623,015
- Estimated Expense Ratio: 0.108% 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 | $623,015 | $41,640 | — | — | — |
| 2023 | $547,301 | $16,250 | — | — | — |
| 2022 | $439,626 | $60,761 | — | — | $378,865 |