Plan Snapshot
- Plan Sponsor: K-W Electric, INC.
- Sponsor EIN: 391614199
- Sponsor Address: N5875 COUNTY ROAD M, PLYMOUTH, WI, 53073
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 101 | $14.2M | $210,816 | $622,460 |
| 2023 | 120 | $12.2M | $124,156 | $557,312 |
| 2022 | 114 | $10.1M | $129,993 | $494,119 |
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 |
|---|---|---|---|---|
| STADION MONEY MANAGEMENT | Other Service Provider | $47,188 | — | $47,188 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,188
- Estimated Expense Ratio: 0.332% 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 | $51,728 | $47,188 | $4,540 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |