Plan Snapshot
- Plan Sponsor: Kickhaefer Manufacturing Company, LLC
- Sponsor EIN: 830504276
- Sponsor Address: 1221 S. PARK STREET, PORT WASHINGTON, WI, 53074
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $22.8M
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 | 264 | $22.8M | $313,177 | $1.2M |
| 2023 | 258 | $22.5M | $359,734 | $1.2M |
| 2022 | 268 | $19.4M | $356,227 | $1.1M |
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 |
|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC. | Investment Advisor | $46,420 | — | $46,420 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $36,806 | — | $36,806 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,226
- Estimated Expense Ratio: 0.365% 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 | $83,393 | $46,420 | — | — | — |
| 2023 | $73,004 | $40,880 | — | — | — |
| 2022 | $67,376 | $41,020 | — | — | — |