Plan Snapshot
- Plan Sponsor: Hawkins Ash Cpas, LLP
- Sponsor EIN: 390912608
- Sponsor Address: 500 S 2ND ST, SUITE 200, LA CROSSE, WI, 54602
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $34.1M
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 | 215 | $34.1M | $803,813 | $1.9M |
| 2023 | 218 | $28.1M | $767,766 | $1.7M |
| 2022 | 176 | $24.2M | $615,260 | $1.5M |
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 |
|---|---|---|---|---|
| KETEL THORSTENSON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KETEL THORSTENSON, 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 | $81,666 | $41,197 | — | — | — |
| 2023 | $88,487 | $61,113 | — | — | — |
| 2022 | $95,673 | — | — | — | — |