Plan Snapshot
- Plan Sponsor: J.F. Brennan Company, INC.
- Sponsor EIN: 390962285
- Sponsor Address: 818 BAINBRIDGE STREET, LA CROSSE, WI, 546031560
- Plan Type: 401(k)
- Total Participants: 318
- Total Assets: $46.6M
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 | 318 | $46.6M | $1.7M | $3.4M |
| 2023 | 295 | $39.4M | $1.4M | $3.1M |
| 2022 | 278 | $30.0M | $1.2M | $2.7M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $4,998 | — | $4,998 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,998
- Estimated Expense Ratio: 0.011% 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 | $118,694 | $57,752 | $55,944 | $4,998 | — |
| 2023 | $111,823 | $64,078 | — | — | — |
| 2022 | $105,108 | $63,827 | — | — | — |