Plan Snapshot
- Plan Sponsor: Martin'S Bulk Milk Services, INC.
- Sponsor EIN: 391301505
- Sponsor Address: 1101 WATER STREET, WILTON, WI, 54670
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $9.1M
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 | 247 | $9.1M | $373,673 | $736,622 |
| 2023 | 244 | $8.2M | $367,812 | $751,236 |
| 2022 | 240 | $8.4M | $363,957 | $752,123 |
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 |
|---|---|---|---|---|
| HANCOCK & ROBINSON | 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 | $59,948 | $21,326 | — | — | — |
| 2023 | $53,212 | $21,368 | — | — | — |
| 2022 | $68,541 | — | $68,541 | — | — |