Plan Snapshot
- Plan Sponsor: Jones Dairy Farm
- Sponsor EIN: 390380850
- Sponsor Address: P.O. BOX 808, FORT ATKINSON, WI, 535380808
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $31.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 176 | $31.4M | $585,290 | $1.3M |
| 2023 | 158 | $30.3M | $553,597 | $1.3M |
| 2022 | 161 | $27.1M | $488,619 | $1.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $10,480 | — | $10,480 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,480
- Estimated Expense Ratio: 0.033% 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 | -$9,009 | $2,679 | — | $10,480 | — |
| 2023 | -$5,160 | $1,943 | — | $6,825 | — |
| 2022 | $1,714 | $1,538 | — | — | — |