Plan Snapshot
- Plan Sponsor: In-Place Machining Company, LLC
- Sponsor EIN: 390991859
- Sponsor Address: 3811 N HOLTON ST., MILWAUKEE, WI, 53212
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $44.3M
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 | 424 | $44.3M | $1.6M | $4.0M |
| 2023 | 404 | $37.3M | $1.2M | $3.1M |
| 2022 | 279 | $28.1M | $868,203 | $2.2M |
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 |
|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | INVESTMENT ADVISOR | $75,221 | — | $75,221 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $47,598 | — | $47,598 |
| BLUE CHIP RETIREMENT PLANS, INC. | CONTRACT ADMIN | $23,273 | — | $23,273 |
| REILLY, PENNER & BENTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,092
- Estimated Expense Ratio: 0.329% 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 | $139,724 | $71,942 | $22,259 | — | — |
| 2023 | $94,271 | $50,207 | $5,868 | — | — |
| 2022 | $88,521 | — | $88,521 | — | — |