Plan Snapshot
- Plan Sponsor: Northern Engraving Corporation
- Sponsor EIN: 900782125
- Sponsor Address: 803 SOUTH BLACK RIVER STREET, SPARTA, WI, 54656
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $9.2M
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 | 345 | $9.2M | $73,736 | $273,714 |
| 2023 | 447 | $9.7M | $99,521 | $394,582 |
| 2022 | 446 | $8.7M | $111,884 | $437,250 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $13,500 | — | $13,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,500
- Estimated Expense Ratio: 0.147% 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 | $39,168 | $9,878 | — | $13,500 | — |
| 2023 | $35,031 | $9,754 | — | $12,200 | — |
| 2022 | $31,391 | — | $31,391 | — | — |