Plan Snapshot
- Plan Sponsor: Kdv Label, LLC
- Sponsor EIN: 391250937
- Sponsor Address: 431 WEST NEWHALL DRIVE, WAUKESHA, WI, 53187
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $21.5M
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 | 155 | $21.5M | $432,375 | $657,404 |
| 2023 | 124 | $16.5M | $339,609 | $464,459 |
| 2022 | 114 | $14.9M | $337,764 | $395,075 |
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 |
|---|---|---|---|---|
| JOHNSON BANK | NONE | $57,357 | — | $57,357 |
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,357
- Estimated Expense Ratio: 0.267% 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 | $57,357 | — | — | — | — |
| 2023 | $50,548 | — | — | — | — |
| 2022 | $49,211 | — | — | — | — |