Plan Snapshot
- Plan Sponsor: Kolbe & Kolbe Millwork Co., INC.
- Sponsor EIN: 391193314
- Sponsor Address: 1323 S 11TH AVE, WAUSAU, WI, 544015980
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 875
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 875 | $0 | $0 | $0 |
| 2023 | 896 | $0 | $0 | $0 |
| 2022 | 916 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| WPS HEALTH SOLUTIONS | Other Service Provider | $225,675 | — | $225,675 |
| EMPLOYER HEALTHCARE ALLIANCE COOP | Other Service Provider | $147,679 | — | $147,679 |
| UMR, INC. | Other Service Provider | $49,956 | — | $49,956 |
| DELTA DENTAL OF WISCONSIN | Other Service Provider | $28,324 | — | $28,324 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $451,634
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |