Plan Snapshot
- Plan Sponsor: New Glarus Brewing Company
- Sponsor EIN: 391763272
- Sponsor Address: PO BOX 759, NEW GLARUS, WI, 53574
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 120
- Total Assets: $13.7M
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. |
|---|---|---|---|---|
| 2025 | 120 | $13.7M | $0 | $0 |
| 2024 | 110 | $11.7M | $0 | $796,043 |
| 2023 | 110 | $9.9M | $0 | $751,749 |
| 2022 | 108 | $7.9M | $0 | $601,153 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | 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 |
|---|---|---|---|---|---|
| 2025 | $560,578 | — | $4,442 | — | — |
| 2024 | $5,786 | — | $5,786 | — | — |
| 2023 | $3,017 | — | $3,017 | — | — |
| 2022 | $860 | — | $860 | — | — |