Plan Snapshot
- Plan Sponsor: Krueger International, INC.
- Sponsor EIN: 391375589
- Sponsor Address: 1330 BELLEVUE STREET, GREEN BAY, WI, 54302
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 2,621
- Total Assets: $344.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,621 | $344.1M | $0 | $0 |
| 2024 | 1,911 | $298.4M | $3.0M | $10.7M |
| 2023 | 1,860 | $268.8M | $2.7M | $9.7M |
| 2022 | 1,861 | $231.7M | $2.4M | $8.8M |
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. | Other Service Provider | $709,348 | — | $709,348 |
| CHARLES SCHWAB & CO., INC. | Other Service Provider | $13,834 | — | $13,834 |
| CAMBRIDGE INVESTMENT RESEARCH | Other Service Provider | $6,531 | — | $6,531 |
| CREATIVE PLANNING LLC | Other Service Provider | $5,125 | — | $5,125 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $734,838
- Estimated Expense Ratio: 0.214% 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 |
|---|---|---|---|---|---|
| 2025 | $46,204,489 | $667,583 | — | — | — |
| 2024 | $740,622 | $681,768 | — | — | — |
| 2023 | $672,177 | $627,355 | — | — | — |
| 2022 | $675,125 | $635,609 | — | — | — |