Plan Snapshot
- Plan Sponsor: Kewaunee Fabrications LLC
- Sponsor EIN: 391975610
- Sponsor Address: 1917 FOUR WHEEL DRIVE, OSHKOSH, WI, 54902
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $18.9M
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 | 203 | $18.9M | $137,511 | $770,243 |
| 2023 | 191 | $17.6M | $121,960 | $696,131 |
| 2022 | 190 | $15.2M | $115,813 | $653,758 |
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 | $13,247 | $6,274 | — | — | — |
| 2023 | $12,356 | $5,528 | — | — | — |
| 2022 | $13,062 | $5,899 | — | — | — |