# Kolbe & Kolbe Millwork Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/kolbe-kolbe-millwork-co-inc-401k-plan

> Kolbe & Kolbe Millwork Co., INC.'s 401(k) plan: 892 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$140,376|—|$140,376|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $140,376

- **Estimated Expense Ratio:** 0.141% 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|$140,376|$140,376|—|—|—|

| 2023|$125,160|$125,160|—|—|—|

| 2022|$126,373|$126,373|—|—|—|

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