Plan Snapshot
- Plan Sponsor: Nolato Contour INC
- Sponsor EIN: 391683461
- Sponsor Address: 660 VANDEBERG STREET, BALDWIN, WI, 540023251
- Plan Type: 401(k)
- Total Participants: 315
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 315 | $18.4M | $459,552 | $1.6M |
| 2023 | 305 | $15.3M | $483,726 | $1.6M |
| 2022 | 333 | $13.8M | $494,478 | $1.5M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | RIA | $47,117 | — | $47,117 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $6,442 | — | $6,442 |
| BAUMAN ASSOCIATES, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICE — RIA
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,559
- Estimated Expense Ratio: 0.291% 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 | $99,851 | $47,118 | — | — | — |
| 2023 | $95,069 | $39,193 | — | — | — |
| 2022 | $78,562 | $37,737 | $40,825 | — | — |