Plan Snapshot
- Plan Sponsor: J.F. Ahern Co.
- Sponsor EIN: 390123200
- Sponsor Address: 855 MORRIS STREET, FOND DU LAC, WI, 54935
- Plan Type: 401(k)
- Total Participants: 738
- Total Assets: $120.3M
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 | 738 | $120.3M | $2.3M | $6.5M |
| 2023 | 699 | $99.9M | $2.1M | $5.5M |
| 2022 | 640 | $78.4M | $1.6M | $4.5M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $92,088 | — | $92,088 |
| ROBERT W BAIRD & COMPANY INC | NONE | $87,178 | — | $87,178 |
| GRANT THORNTON LLP | NONE | $15,578 | — | $15,578 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,844
- Estimated Expense Ratio: 0.162% 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 | $194,844 | $87,178 | — | $15,578 | — |
| 2023 | $169,409 | $69,334 | — | $14,645 | — |
| 2022 | $174,217 | $73,006 | — | — | $101,211 |