Plan Snapshot
- Plan Sponsor: Kraemer Brothers, LLC
- Sponsor EIN: 391889752
- Sponsor Address: 925 PARK AVE, PLAIN, WI, 53577
- Plan Type: DC
- Total Participants: 156
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 156 | $18.8M | $0 | $646,098 |
| 2023 | 149 | $16.4M | $0 | $722,172 |
| 2022 | 161 | $14.0M | $0 | $775,513 |
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 |
|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCOUNTANTS, S | Auditor | — | — | $0 |
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 | $1,266 | — | — | — | — |
| 2023 | $1,650 | — | — | — | — |
| 2022 | $2,050 | — | $2,050 | — | — |