Plan Snapshot
- Plan Sponsor: L.F. George, INC.
- Sponsor EIN: 391055004
- Sponsor Address: W231 N1 129 COUNTY HWY F, WAUKESHA, WI, 53186
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $13.2M
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 | 106 | $13.2M | $187,156 | $741,581 |
| 2023 | 101 | $12.4M | $200,996 | $751,787 |
| 2022 | 105 | $10.6M | $181,047 | $714,495 |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, 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 | $52,738 | $52,738 | — | — | — |
| 2023 | $49,226 | $49,226 | — | — | — |
| 2022 | $52,360 | — | $52,360 | — | — |