Plan Snapshot
- Plan Sponsor: M-B Companies, INC.
- Sponsor EIN: 391208304
- Sponsor Address: 1615 WISCONSIN AVENUE, NEW HOLSTEIN, WI, 53061
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $9.3M
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 | 136 | $9.3M | $239,027 | $714,411 |
| 2023 | 123 | $8.3M | $200,509 | $546,473 |
| 2022 | 112 | $7.7M | $138,532 | $435,240 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $51,514 | $43,274 | — | — | — |
| 2023 | $45,711 | $39,467 | — | — | — |
| 2022 | $45,975 | $45,025 | — | — | — |