Plan Snapshot
- Plan Sponsor: Mastermold LLC
- Sponsor EIN: 391863073
- Sponsor Address: PO BOX 468, JOHNSON CREEK, WI, 53038
- Plan Type: 401(k)
- Total Participants: 353
- Total Assets: $3.1M
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 | 353 | $3.1M | $55,000 | $471,540 |
| 2023 | 596 | $2.7M | $192,429 | $503,556 |
| 2022 | 391 | $1.9M | $206,837 | $516,494 |
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 |
|---|---|---|---|---|
| DEFINITI, LLC | THIRD PARTY ADMIN. | $17,010 | $27 | $17,037 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $13,327 | — | $13,327 |
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- VRAKAS S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,364
- Estimated Expense Ratio: 0.978% 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 | $30,337 | — | $30,337 | — | — |
| 2023 | $12,373 | — | $12,373 | — | — |
| 2022 | $12,537 | — | $12,537 | — | — |