Plan Snapshot
- Plan Sponsor: Ken Vance Car City, INC.
- Sponsor EIN: 043701792
- Sponsor Address: 2802 LORCH AVE, EAU CLAIRE, WI, 547019699
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $9.4M
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 | 196 | $9.4M | $475,350 | $749,743 |
| 2023 | 164 | $7.3M | $317,999 | $533,134 |
| 2022 | 103 | $5.6M | $116,980 | $275,138 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $57,177 | — | $57,177 |
| STIFEL NICOLAUS & COMPANY INC | OTHER SERVICES | — | $19,580 | $19,580 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STIFEL NICOLAUS & COMPANY INC — OTHER SERVICES
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,757
- Estimated Expense Ratio: 0.818% 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 | $57,178 | — | $57,178 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |