Plan Snapshot
- Plan Sponsor: Larson Management INC.
- Sponsor EIN: 391681041
- Sponsor Address: 3502 OAKWOOD MALL DR STE A, EAU CLAIRE, WI, 54701
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $4.2M
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 | 238 | $4.2M | $46,701 | $290,440 |
| 2023 | 242 | $3.6M | $53,336 | $276,771 |
| 2022 | 219 | $3.0M | $45,249 | $236,313 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $3,536 | $24,154 | $27,690 |
| EDWARD D JONES AND CO | NONE | — | $9,627 | $9,627 |
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,317
- Estimated Expense Ratio: 0.889% 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 | $3,011 | — | $3,011 | — | — |
| 2023 | $2,020 | — | $2,020 | — | — |
| 2022 | $908 | — | $908 | — | — |