Plan Snapshot
- Plan Sponsor: Innio Waukesha Gas Engines, INC.
- Sponsor EIN: 043201571
- Sponsor Address: 1101 W.ST. PAUL AVENUE, WAUKESHA, WI, 53188
- Plan Type: 401(k)
- Total Participants: 532
- Total Assets: $62.8M
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 | 532 | $62.8M | $4.6M | $6.0M |
| 2023 | 476 | $45.8M | $3.4M | $4.8M |
| 2022 | 347 | $30.7M | $2.6M | $3.8M |
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 | $88,299 | $8,048 | — | — | — |
| 2023 | $57,145 | $1,589 | — | — | — |
| 2022 | $62,020 | $46 | — | — | — |