Plan Snapshot
- Plan Sponsor: Hunger Task Force, INC.
- Sponsor EIN: 391345847
- Sponsor Address: 5000 W ELECTRIC AVE, WEST MILWAUKEE, WI, 53219
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $8.3M
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 | 69 | $8.3M | $355,797 | $417,857 |
| 2023 | 67 | $6.7M | $308,249 | $353,211 |
| 2022 | 66 | $5.2M | $286,655 | $313,778 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $6,540 | — | $6,540 |
| RITZHOLMAN CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RITZHOLMAN CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,540
- Estimated Expense Ratio: 0.079% 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 | $8,316 | $1,776 | — | — | — |
| 2023 | $250,406 | — | $6,042 | — | — |
| 2022 | $506,749 | — | $5,832 | — | — |