Plan Snapshot
- Plan Sponsor: Kerberrose S.C.
- Sponsor EIN: 391658423
- Sponsor Address: 115 EAST 5TH STREET, SHAWANO, WI, 54166
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 239
- Total Assets: $37.1M
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 | 239 | $37.1M | $1.4M | $2.0M |
| 2023 | 243 | $32.5M | $1.2M | $1.9M |
| 2022 | 227 | $27.0M | $993,240 | $1.7M |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPAS, LLP | Auditor | — | — | $0 |
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 | $8,863 | — | $8,863 | — | — |
| 2023 | $27,930 | — | $27,930 | — | — |
| 2022 | $24,201 | — | — | — | $24,201 |