# Musson Bros., INC. 401(k) Plan
Source: https://planprovider.pro/companies/musson-bros-inc-390880737-001

> Musson Bros., INC.'s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [WIPFLI LLP](https://planprovider.pro/provider/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|—|—|

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