Plan Snapshot
- Plan Sponsor: Naturescape
- Sponsor EIN: 030448406
- Sponsor Address: 12601 W JANESVILLE RD., MUSKEGO, WI, 53150
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $14.8M
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 | 289 | $14.8M | $703,205 | $516,256 |
| 2023 | 256 | $13.4M | $712,835 | $530,731 |
| 2022 | 289 | $10.6M | $653,268 | $534,285 |
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 |
|---|---|---|---|---|
| EDWARD D JONES & COMPANY | INVESTMENT AD VISORY - P | $35,377 | — | $35,377 |
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $19,499 | — | $19,499 |
| LUCIDA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
- LUCIDA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,876
- Estimated Expense Ratio: 0.371% 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 | $61,854 | — | $61,854 | — | — |
| 2023 | $51,724 | — | $51,724 | — | — |
| 2022 | $50,631 | — | $50,631 | — | — |