Plan Snapshot
- Plan Sponsor: Kohler Credit Union
- Sponsor EIN: 390402815
- Sponsor Address: 5727 SUPERIOR AVENUE, SHEBOYGAN, WI, 530833329
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $8.1M
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 | 144 | $8.1M | $163,605 | $582,174 |
| 2023 | 126 | $6.3M | $153,975 | $564,627 |
| 2022 | 111 | $4.9M | $130,051 | $489,388 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $33,200 | $6,375 | $23,000 | — | — |
| 2023 | $26,132 | $4,961 | $18,194 | — | — |
| 2022 | $23,176 | $4,415 | $18,761 | — | — |