# Miller-Bradford & Risberg, INC. 401(k) Plan
Source: https://planprovider.pro/companies/miller-bradford-risberg-inc-401k-plan

> Miller-Bradford & Risberg, INC.'s 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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