Plan Snapshot
- Plan Sponsor: Little Rapids Corporation
- Sponsor EIN: 390433835
- Sponsor Address: 2273 LARSEN ROAD, GREEN BAY, WI, 54307
- Plan Type: 401(k)
- Total Participants: 441
- Total Assets: $76.2M
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 | 441 | $76.2M | $2.3M | $3.2M |
| 2023 | 425 | $72.7M | $2.3M | $3.2M |
| 2022 | 429 | $64.9M | $2.1M | $3.2M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPERA | INVESTMENT ADVISORY | $89,876 | — | $89,876 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $83,754 | — | $83,754 |
| CLIFTONLARSONALLEN LLP | ACCOUNTANT | $18,322 | — | $18,322 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING OPERA — INVESTMENT ADVISORY
- CLIFTONLARSONALLEN LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $191,952
- Estimated Expense Ratio: 0.252% 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 | $191,952 | $83,754 | — | $18,322 | — |
| 2023 | $181,149 | $84,425 | — | $11,097 | — |
| 2022 | $188,415 | $89,008 | $83,740 | — | $15,667 |