# Kriete Truck Center Milwaukee, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kriete-truck-center-milwaukee-inc-401k-plan

> Kriete Truck Center Milwaukee, INC.'s 401(k) plan: 537 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ASSOCIATED TRUST COMPANY, N.A.|NONE|$110,675|—|$110,675|

| 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](https://planprovider.pro/provider/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:** $110,675

- **Estimated Expense Ratio:** 0.281% 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|$110,674|$89,848|—|—|—|

| 2023|$109,772|$97,671|—|—|—|

| 2022|$110,889|$105,140|—|—|—|

## Similar Plans

- [Jx Enterprises, INC.](https://planprovider.pro/companies/jx-enterprises-inc-401k-plan) — 1,071 participants

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