Plan Snapshot
- Plan Sponsor: Master Fleet, LLC
- Sponsor EIN: 200111813
- Sponsor Address: P.O. BOX 11906, GREEN BAY, WI, 54307
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $4.6M
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 | 80 | $4.6M | $143,085 | $378,625 |
| 2023 | 77 | $4.1M | $140,425 | $350,304 |
| 2022 | 84 | $3.6M | $139,756 | $331,671 |
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 |
|---|---|---|---|---|
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — 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 | $36,431 | $28,985 | — | — | — |
| 2023 | $31,475 | $25,486 | — | — | — |
| 2022 | $33,636 | $31,207 | — | — | — |