Plan Snapshot
- Plan Sponsor: Kriete Truck Center Milwaukee, INC.
- Sponsor EIN: 390821100
- Sponsor Address: 333 E WISCONSIN AVE, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 537
- Total Assets: $39.4M
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 | 537 | $39.4M | $1.4M | $2.8M |
| 2023 | 517 | $32.2M | $709,936 | $2.4M |
| 2022 | 491 | $27.8M | $578,549 | $2.0M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $110,674 | $89,848 | — | — | — |
| 2023 | $109,772 | $97,671 | — | — | — |
| 2022 | $110,889 | $105,140 | — | — | — |