Plan Snapshot
- Plan Sponsor: Kobussen Buses, Ltd.
- Sponsor EIN: 391047033
- Sponsor Address: 2000 TAYLOR STREET, LITTLE CHUTE, WI, 54140
- Plan Type: 401(k)
- Total Participants: 1,001
- Total Assets: $8.4M
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 | 1,001 | $8.4M | $110,891 | $608,055 |
| 2023 | 976 | $6.9M | $101,086 | $561,784 |
| 2022 | 1,001 | $5.2M | $94,132 | $535,261 |
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 |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $35,060 | — | $35,060 |
| 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: $35,060
- Estimated Expense Ratio: 0.417% 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 | $43,926 | $37,430 | — | — | — |
| 2023 | $35,060 | $33,185 | — | — | — |
| 2022 | $34,141 | $31,415 | — | — | — |