Plan Snapshot
- Plan Sponsor: International Thermal Systems LLC
- Sponsor EIN: 800603050
- Sponsor Address: 3000 N 114TH STREET, WAUWATOSA, WI, 53222
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $11.0M
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 | 65 | $11.0M | $183,825 | $639,717 |
| 2023 | 74 | $11.0M | $199,620 | $659,025 |
| 2022 | 94 | $9.3M | $237,912 | $776,824 |
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 |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $28,874 | — | $28,874 |
| UBS FINANCIAL SERVICES | INVESTMENT ADVISOR | $27,776 | — | $27,776 |
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — INVESTMENT ADVISOR
- VRAKAS S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,650
- Estimated Expense Ratio: 0.513% 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 | $56,649 | $54,016 | — | — | — |
| 2023 | $49,024 | $48,274 | — | — | — |
| 2022 | $51,983 | $26,096 | — | — | $24,687 |