Plan Snapshot
- Plan Sponsor: Milwaukee Forge, LLC
- Sponsor EIN: 271867572
- Sponsor Address: 1532 E. OKLAHOMA AVE., MILWAUKEE, WI, 53207
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $8.7M
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 | 77 | $8.7M | $259,617 | $364,000 |
| 2023 | 173 | $8.1M | $640,758 | $549,579 |
| 2022 | 157 | $7.0M | $621,672 | $606,794 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $36,810 | — | $24,192 | — | — |
| 2023 | $38,443 | — | $16,673 | — | — |
| 2022 | $35,345 | $21,301 | $9,194 | — | $4,850 |