Plan Snapshot
- Plan Sponsor: Lee Beverage Of Wisconsin, LLC
- Sponsor EIN: 391998988
- Sponsor Address: 2850 SOUTH OAKWOOD ROAD, OSHKOSH, WI, 54904
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $7.0M
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 | 217 | $7.0M | $116,056 | $435,435 |
| 2023 | 208 | $5.8M | $69,947 | $365,502 |
| 2022 | 200 | $4.7M | $65,538 | $320,548 |
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 |
|---|---|---|---|---|
| KERBERROSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE SC — 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 | $34,807 | $29,871 | — | — | — |
| 2023 | $46,553 | $19,892 | — | — | — |
| 2022 | $58,170 | — | $58,170 | — | — |