Plan Snapshot
- Plan Sponsor: Iewc Corp.
- Sponsor EIN: 390987362
- Sponsor Address: 5001 SOUTH TOWNE DRIVE, NEW BERLIN, WI, 531517956
- Plan Type: 401(k)
- Total Participants: 391
- Total Assets: $33.7M
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 | 391 | $33.7M | $0 | $1.7M |
| 2023 | 380 | $31.7M | $0 | $1.9M |
| 2022 | 475 | $27.2M | $0 | $1.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $82,310 | — | $82,310 |
| MORGAN STANLEY GLOBAL BANKING OPERA | INV ADV, PARTICIPANTS | — | $26,162 | $26,162 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING OPERA — INV ADV, PARTICIPANTS
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,472
- Estimated Expense Ratio: 0.322% 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 | $82,310 | — | $82,310 | — | — |
| 2023 | $90,894 | $16,611 | $74,283 | — | — |
| 2022 | $64,301 | — | $64,301 | — | — |