Plan Snapshot
- Plan Sponsor: Helgesen Industries, LLC
- Sponsor EIN: 391271042
- Sponsor Address: 1055 W SUMNER STREET, HARTFORD, WI, 530279222
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $22.1M
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 | 246 | $22.1M | $303,086 | $985,679 |
| 2023 | 352 | $20.3M | $376,468 | $1.1M |
| 2022 | 320 | $17.8M | $391,981 | $1.1M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $101,527 | $52,284 | $49,243 | — | — |
| 2023 | $93,000 | $45,087 | $47,274 | $639 | — |
| 2022 | $89,539 | $44,482 | $45,057 | — | — |