Plan Snapshot
- Plan Sponsor: Guy & O'Neill, INC.
- Sponsor EIN: 391234372
- Sponsor Address: 200 INDUSRIAL DRIVE, FREDONIA, WI, 53021
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $8.4M
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 | 284 | $8.4M | $210,605 | $844,697 |
| 2023 | 371 | $7.4M | $239,854 | $842,958 |
| 2022 | 199 | $6.1M | $211,213 | $707,352 |
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 |
|---|---|---|---|---|
| GRANT THORNTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,398 | $34,578 | — | — | — |
| 2023 | $32,697 | $28,961 | — | — | — |
| 2022 | $33,437 | $29,937 | — | — | — |