Plan Snapshot
- Plan Sponsor: Indian Community School, INC.
- Sponsor EIN: 391154960
- Sponsor Address: 10405 W. SAINT MARTINS ROAD, FRANKLIN, WI, 53132
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $16.8M
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 | 107 | $16.8M | $542,275 | $651,692 |
| 2023 | 101 | $14.7M | $517,356 | $603,393 |
| 2022 | 99 | $12.7M | $498,575 | $590,708 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $59,788 | $45,224 | $14,564 | — | — |
| 2023 | $54,117 | $39,464 | $14,653 | — | — |
| 2022 | $53,134 | $38,670 | $14,464 | — | — |