Plan Snapshot
- Plan Sponsor: Menominee Tribal Enterprises
- Sponsor EIN: 391218441
- Sponsor Address: HWY 47 NORTH N3522, BIA RTE 427, NEOPIT, WI, 54150
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $4.3M
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 | 130 | $4.3M | $48,005 | $376,328 |
| 2023 | 125 | $5.0M | $185,479 | $379,518 |
| 2022 | 140 | $4.5M | $175,919 | $417,948 |
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 |
|---|---|---|---|---|
| KERBERROSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE SC — 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 | $17,796 | $5,313 | — | — | — |
| 2023 | $28,131 | $8,661 | — | — | — |
| 2022 | $23,748 | — | — | — | — |