Plan Snapshot
- Plan Sponsor: Guhring, INC.
- Sponsor EIN: 391306795
- Sponsor Address: 1445 COMMERCE AVE, BROOKFIELD, WI, 530455205
- Plan Type: DC
- Total Participants: 331
- Total Assets: $56.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 331 | $56.9M | $813,374 | $2.2M |
| 2023 | 341 | $50.5M | $820,415 | $2.1M |
| 2022 | 323 | $42.6M | $796,306 | $2.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $75,714 | — | $75,714 |
| SAGEVIEW ADVISORY GROUP, LLC | INV ADV, PARTICIPANTS | — | $10,000 | $10,000 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — INV ADV, PARTICIPANTS
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,714
- Estimated Expense Ratio: 0.151% 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 | $75,714 | — | $75,714 | — | — |
| 2023 | $71,620 | — | $71,620 | — | — |
| 2022 | $70,094 | — | $70,094 | — | — |