Plan Snapshot
- Plan Sponsor: Neuman Pools, INC.
- Sponsor EIN: 391231455
- Sponsor Address: P.O. BOX 413, BEAVER DAM, WI, 53916
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $23.3M
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 | 144 | $23.3M | $360,830 | $772,414 |
| 2023 | 119 | $20.2M | $327,543 | $723,122 |
| 2022 | 114 | $17.7M | $291,325 | $615,305 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
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 | $24,567 | — | $300 | — | — |
| 2023 | $21,181 | — | — | — | — |
| 2022 | $23,110 | — | — | — | — |