Plan Snapshot
- Plan Sponsor: N.E.W. Industries, INC.
- Sponsor EIN: 391537265
- Sponsor Address: 905 S. NEENAH AVENUE, STURGEON BAY, WI, 542351907
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $8.9M
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 | 169 | $8.9M | $103,304 | $553,435 |
| 2023 | 173 | $8.4M | $102,495 | $579,299 |
| 2022 | 171 | $7.4M | $102,555 | $602,768 |
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 |
|---|---|---|---|---|
| SIKICH CPA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA, LLP — Auditor
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 | $3,970 | $20 | $3,700 | — | — |
| 2023 | $4,876 | $31 | $2,600 | — | — |
| 2022 | $5,638 | $5,638 | — | — | — |