Plan Snapshot
- Plan Sponsor: 931173
- Sponsor EIN: 391768861
- Sponsor Address: 1218 MCCANN DRIVE, ALTOONA, WI, 54720
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 107 | $15.9M | $484,839 | $540,116 |
| 2023 | 109 | $14.0M | $470,808 | $560,633 |
| 2022 | 105 | $12.9M | $481,524 | $487,951 |
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 |
|---|---|---|---|---|
| BOYUM BARENSCHEER PLLP | Auditor | $12,700 | — | $12,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOYUM BARENSCHEER PLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,700
- Estimated Expense Ratio: 0.080% 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 | $68,337 | $33,109 | — | $12,700 | — |
| 2023 | $53,276 | $29,545 | — | $12,000 | — |
| 2022 | $39,259 | $29,359 | — | — | $9,900 |