Plan Snapshot
- Plan Sponsor: Gustman Chevrolet Sales, INC.
- Sponsor EIN: 390325130
- Sponsor Address: 1450 DELANGLADE STREET, KAUKAUNA, WI, 541300800
- Plan Type: Health & Welfare
- Plan Number: 778
- Total Participants: 122
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 122 | $1.3M | $1.1M | $482,674 |
| 2023 | 117 | $942,301 | $1.2M | $458,409 |
| 2022 | 123 | $998,383 | $1.2M | $547,343 |
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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $51,241 | — | $51,241 |
| BAKER TILLY US, LLP | Other Service Provider | $25,235 | — | $25,235 |
| DELTA DENTAL OF WISCONSIN | Other Service Provider | $6,444 | — | $6,444 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,920
- Estimated Expense Ratio: 6.422% 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 | $87,180 | — | $61,045 | $25,235 | — |
| 2023 | $67,577 | — | $48,652 | $18,025 | — |
| 2022 | $77,717 | — | $54,954 | — | $17,300 |