Plan Snapshot
- Plan Sponsor: Musson Bros., INC.
- Sponsor EIN: 390880737
- Sponsor Address: PO BOX 818, RHINELANDER, WI, 54501
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 172
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 172 | $12.1M | $301,668 | $566,690 |
| 2023 | 173 | $11.3M | $288,318 | $525,784 |
| 2022 | 160 | $9.4M | $205,128 | $463,016 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | Investment Advisor | $38,387 | — | $38,387 |
| WIPFLI LLP | Recordkeeper | $16,483 | — | $16,483 |
| KERBERROSE S.C. | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — Investment Advisor
- WIPFLI LLP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,870
- Estimated Expense Ratio: 0.522% 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 | $64,542 | $39,169 | — | $8,000 | — |
| 2023 | $51,336 | $34,684 | — | $6,397 | — |
| 2022 | $41,537 | $24,937 | $16,600 | — | — |