Plan Snapshot
- Plan Sponsor: J & D Tube Benders, INC.
- Sponsor EIN: 391165526
- Sponsor Address: 8951 ENTERPRISE WAY, SCHOFIELD, WI, 54476
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $17.6M
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 | 110 | $17.6M | $696,550 | $238,716 |
| 2023 | 102 | $16.4M | $637,580 | $229,240 |
| 2022 | 104 | $13.6M | $560,873 | $231,568 |
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 |
|---|---|---|---|---|
| KERBERRSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERRSE SC — 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 | $68,121 | — | $64,696 | — | — |
| 2023 | $59,496 | — | $56,271 | — | — |
| 2022 | $54,791 | — | $54,791 | — | — |