Plan Snapshot
- Plan Sponsor: Miller-Bradford & Risberg, INC.
- Sponsor EIN: 391127878
- Sponsor Address: W250 N6851 HWY 164, SUSSEX, WI, 53089
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $16.2M
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 | 118 | $16.2M | $91,526 | $648,722 |
| 2023 | 116 | $14.4M | $176,667 | $543,602 |
| 2022 | 104 | $11.7M | $163,922 | $441,761 |
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 |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $40,537 | — | $40,537 |
| WIPFLI LLP | AUDITOR | $17,986 | — | $17,986 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,523
- Estimated Expense Ratio: 0.362% 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 | $58,523 | $38,067 | — | $17,986 | — |
| 2023 | $45,574 | $32,096 | — | $11,500 | — |
| 2022 | $44,838 | $33,688 | — | — | $10,000 |