Plan Snapshot
- Plan Sponsor: Mid-Wisconsin Beverage, INC.
- Sponsor EIN: 390986035
- Sponsor Address: 720 72ND AVENUE PO BOX 89, WAUSAU, WI, 54401
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $10.0M
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 | 89 | $10.0M | $323,434 | $336,972 |
| 2023 | 87 | $8.7M | $307,698 | $306,843 |
| 2022 | 82 | $6.9M | $284,941 | $281,345 |
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 |
|---|---|---|---|---|
| DS&B LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DS&B LTD — 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 | $39,114 | $26,713 | — | — | — |
| 2023 | $32,565 | $31,895 | — | — | — |
| 2022 | $30,843 | $29,993 | — | — | — |