Plan Snapshot
- Plan Sponsor: Halquist Stone Company, INC.
- Sponsor EIN: 391139607
- Sponsor Address: N51 W23563 W. LISBON ROAD, SUSSEX, WI, 53089
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $32.1M
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. |
|---|---|---|---|---|
| 2024 | 245 | $32.1M | $589,736 | $901,690 |
| 2023 | 251 | $29.1M | $581,464 | $962,461 |
| 2022 | 269 | $23.7M | $564,599 | $887,437 |
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 |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $75,383 | — | $75,383 |
| REILLY, PENNER & BENTON LLP | AUDITOR | $9,700 | — | $9,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,083
- Estimated Expense Ratio: 0.265% 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 | $85,083 | $64,485 | — | $9,700 | — |
| 2023 | $61,679 | $52,475 | — | — | — |
| 2022 | $62,874 | $53,056 | — | — | — |