Plan Snapshot
- Plan Sponsor: Gustave A. Larson Company
- Sponsor EIN: 390421570
- Sponsor Address: W233 N2869 ROUNDY CIRCLE WEST, PEWAUKEE, WI, 53072
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $233 | $466 |
| 2022 | 513 | $42.4M | $904,299 | $2.5M |
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 |
|---|---|---|---|---|
| PLEXUS FINANCIAL SOLUTIONS | BROKER/DEALER | — | $99,174 | $99,174 |
| ADMINISTRATIVE RETIREMENT SERVICES | THIRD PARTY ADMINISTRATO | $6,940 | $23,151 | $30,091 |
| VOYA RETIREMENT INSURANCE AND ANNUI | SERVICE PROVIDER | $21,342 | — | $21,342 |
| MORNINGSTAR INVESTMENT MANAGEMENT | SERVICE PROVIDER | $6,019 | — | $6,019 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,626
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 |
|---|---|---|---|---|---|
| 2023 | $82,922 | $82,922 | — | — | — |
| 2022 | $28,282 | $28,282 | — | — | — |