Plan Snapshot
- Plan Sponsor: Metallics, INC.
- Sponsor EIN: 390756971
- Sponsor Address: W7274 COUNTY HWY Z, P.O. BOX 99, ONALASKA, WI, 54650
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $9.5M
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 | 136 | $9.5M | $42,762 | $229,300 |
| 2023 | 141 | $8.7M | $50,665 | $261,657 |
| 2022 | 160 | $8.1M | $56,955 | $257,304 |
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 |
|---|---|---|---|---|
| ENGELSON & ASSOCIATES, LTD | 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 | $44,215 | $44,215 | — | — | — |
| 2023 | $41,445 | $41,445 | — | — | — |
| 2022 | $41,208 | — | — | — | $41,208 |