Plan Snapshot
- Plan Sponsor: Harter'S Quick Clean-Up
- Sponsor EIN: 391783218
- Sponsor Address: 2850 LARSON STREET, LA CROSSE, WI, 54603
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $6.5M
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 | 223 | $6.5M | $400,589 | $762,854 |
| 2023 | 213 | $5.1M | $347,137 | $654,497 |
| 2022 | 206 | $3.5M | $274,916 | $507,983 |
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 |
|---|---|---|---|---|
| LUCIDA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCIDA LLC — 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 | $4,510 | — | $4,510 | — | — |
| 2023 | $4,365 | — | $4,365 | — | — |
| 2022 | $3,265 | $2,515 | $750 | — | — |