Plan Snapshot
- Plan Sponsor: Herrschners, INC.
- Sponsor EIN: 391747000
- Sponsor Address: 2800 HOOVER ROAD, STEVENS POINT, WI, 54481
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $5.2M
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 | 96 | $5.2M | $15,792 | $236,715 |
| 2023 | 87 | $4.7M | $17,697 | $259,458 |
| 2022 | 103 | $4.3M | $18,341 | $284,658 |
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 |
|---|---|---|---|---|
| KERBER ROSE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER ROSE — 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 | $35,544 | $34,245 | — | — | — |
| 2023 | $33,799 | $32,509 | — | — | — |
| 2022 | $34,815 | $33,561 | $1,254 | — | — |