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)
- Total Participants: 892
- Total Assets: $99.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 892 | $99.3M | $1.1M | $4.0M |
| 2023 | 915 | $92.1M | $1.2M | $3.8M |
| 2022 | 928 | $81.5M | $1.2M | $3.4M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $140,376 | $140,376 | — | — | — |
| 2023 | $125,160 | $125,160 | — | — | — |
| 2022 | $126,373 | $126,373 | — | — | — |