Plan Snapshot
- Plan Sponsor: Musson Bros., INC.
- Sponsor EIN: 390880737
- Sponsor Address: PO BOX 818, RHINELANDER, WI, 54501
- Plan Type: 401(k)
- 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. |
|---|---|---|---|---|
| 2025 | 172 | $12.1M | $0 | $0 |
| 2024 | 173 | $11.3M | $0 | $0 |
| 2023 | 160 | $9.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| KERBERROSE SC | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE SC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.066% 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 |
|---|---|---|---|---|---|
| 2025 | $64,542 | $39,169 | — | $8,000 | — |
| 2024 | $51,336 | $34,684 | — | $6,397 | — |
| 2023 | $41,537 | $24,937 | $16,600 | — | — |