Plan Snapshot
- Plan Sponsor: Kahler Slater, INC.
- Sponsor EIN: 391099621
- Sponsor Address: 790 N. WATER STREET, SUITE 1700, MILWAUKEE, WI, 532023734
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $25.4M
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 | 126 | $25.4M | $471,871 | $1.4M |
| 2023 | 116 | $22.7M | $408,651 | $1.2M |
| 2022 | 114 | $19.2M | $291,584 | $1.0M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $52,171 | $52,171 | — | — | — |
| 2023 | $38,936 | $38,194 | — | — | — |
| 2022 | $54,351 | — | $54,351 | — | — |