Plan Snapshot
- Plan Sponsor: Inland Companies, INC.
- Sponsor EIN: 391154966
- Sponsor Address: 833 E MICHIGAN STREET, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $5.1M
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 | 211 | $5.1M | $289,138 | $889,658 |
| 2023 | 193 | $4.6M | $259,699 | $703,677 |
| 2022 | 172 | $3.2M | $218,619 | $653,055 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $27,579 | — | $27,579 |
| FIRST BUSINESS BANK | NONE | $8,483 | — | $8,483 |
| QBCO ASSURANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,062
- Estimated Expense Ratio: 0.702% 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 | $36,062 | $8,483 | $27,579 | — | — |
| 2023 | $29,168 | $6,984 | $22,184 | — | — |
| 2022 | $26,087 | $4,904 | $21,183 | — | — |