Plan Snapshot
- Plan Sponsor: Mark Anderson & Associates, INC.
- Sponsor EIN: 391374457
- Sponsor Address: 601 PRO-JECT DRIVE, ELMWOOD, WI, 54740
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $7.6M
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 | 232 | $7.6M | $549,673 | $755,000 |
| 2023 | 239 | $6.1M | $505,929 | $598,771 |
| 2022 | 228 | $4.4M | $305,772 | $479,175 |
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 |
|---|---|---|---|---|
| THOMAS ZACHMAN CPA LLC | Auditor | — | — | $0 |
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 | $45,691 | $15,882 | — | — | — |
| 2023 | $28,243 | $11,231 | — | — | — |
| 2022 | $26,226 | — | — | — | — |