Plan Snapshot
- Plan Sponsor: Laforce, LLC
- Sponsor EIN: 390980509
- Sponsor Address: PO BOX 10068, GREEN BAY, WI, 543070068
- Plan Type: 401(k)
- Total Participants: 670
- Total Assets: $100.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 670 | $100.7M | $1.6M | $4.1M |
| 2023 | 552 | $84.6M | $1.3M | $3.5M |
| 2022 | 542 | $70.4M | $1.2M | $3.3M |
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 |
|---|---|---|---|---|
| NICOLET NATIONAL BANK RETIRMENT PL | INVESTMENT ADVISOR | $111,716 | — | $111,716 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $26,738 | — | $26,738 |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $12,600 | — | $12,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,054
- Estimated Expense Ratio: 0.150% 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 | $151,051 | $111,716 | — | $12,600 | — |
| 2023 | $134,805 | $116,547 | — | $11,500 | — |
| 2022 | $161,218 | — | — | — | — |