Plan Snapshot
- Plan Sponsor: One Community Bank
- Sponsor EIN: 391229545
- Sponsor Address: 5990 US HWY 51, MCFARLAND, WI, 53558
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $16.8M
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 | 221 | $16.8M | $376,899 | $1.1M |
| 2023 | 195 | $13.1M | $369,232 | $1.0M |
| 2022 | 196 | $11.1M | $259,445 | $844,444 |
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 |
|---|---|---|---|---|
| TRUST POINT INC | NONE | $54,871 | — | $54,871 |
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,871
- Estimated Expense Ratio: 0.326% 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 | $54,871 | $54,871 | — | — | — |
| 2023 | $44,423 | $44,423 | — | — | — |
| 2022 | $44,353 | — | — | — | $44,353 |