Plan Snapshot
- Plan Sponsor: Nor-Lake INC. Dba Refrigerated Solutions Group
- Sponsor EIN: 390768718
- Sponsor Address: 891 COUNTY ROAD U, HUDSON, WI, 54016
- Plan Type: 401(k)
- Total Participants: 460
- Total Assets: $31.6M
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 | 460 | $31.6M | $1.1M | $2.1M |
| 2023 | 472 | $29.2M | $1.1M | $2.0M |
| 2022 | 519 | $25.0M | $1.0M | $1.9M |
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 |
|---|---|---|---|---|
| BGM CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BGM CPA LLC — Auditor
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 | $122,078 | $54,109 | — | — | — |
| 2023 | $108,434 | $46,225 | — | — | — |
| 2022 | $108,284 | $6,575 | — | — | — |