Plan Snapshot
- Plan Sponsor: Michael Best And Friedrich, LLP
- Sponsor EIN: 390934985
- Sponsor Address: 790 N. WATER STREET, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 729
- Total Assets: $321.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 729 | $321.2M | $8.0M | $9.3M |
| 2023 | 691 | $281.6M | $7.6M | $8.7M |
| 2022 | 684 | $243.7M | $6.6M | $8.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $164,398 | $149,959 | — | — | — |
| 2023 | $151,838 | $138,443 | — | — | — |
| 2022 | $122,892 | $111,786 | — | — | — |