Plan Snapshot
- Plan Sponsor: Machine Service, INC.
- Sponsor EIN: 391125372
- Sponsor Address: PO BOX 10265, GREEN BAY, WI, 543070265
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $26.1M
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 | 162 | $26.1M | $95,146 | $1.3M |
| 2023 | 153 | $23.5M | $124,103 | $1.3M |
| 2022 | 155 | $21.5M | $95,359 | $1.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $69,405 | — | $69,405 |
| PRINCIPAL SECURITIES INC | INVESTMENT ADVISORY | — | $36,965 | $36,965 |
| REILLY, PENNER & BENTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,370
- Estimated Expense Ratio: 0.408% 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 | $69,405 | — | $69,405 | — | — |
| 2023 | $62,125 | — | $62,125 | — | — |
| 2022 | $39,855 | $20,207 | $19,648 | — | — |