Plan Snapshot
- Plan Sponsor: North Central Staffing, INC.
- Sponsor EIN: 463804534
- Sponsor Address: PO BOX 620994, MIDDLETON, WI, 535620994
- Plan Type: 401(k)
- Total Participants: 856
- Total Assets: $15.5M
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 | 856 | $15.5M | $467,664 | $1.0M |
| 2023 | 602 | $13.5M | $433,967 | $869,386 |
| 2022 | 491 | $11.3M | $403,587 | $754,353 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $30,745 | — | $30,745 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,745
- Estimated Expense Ratio: 0.199% 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 | $33,064 | $2,319 | — | — | — |
| 2023 | $32,908 | $2,411 | — | — | — |
| 2022 | $43,635 | $2,764 | — | — | $40,871 |