Plan Snapshot
- Plan Sponsor: Operative Plasterers & Cement Masons Local 599 Area 204 Supp Ret Plan
- Sponsor EIN: 396185236
- Sponsor Address: 2901 W. BELTLINE HWY, SUITE 100, MADISON, WI, 537134231
- Plan Type: DC
- Plan Number: 002
- Total Participants: 149
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $2.3M | $0 | $94,344 |
| 2023 | 150 | $2.2M | $0 | $58,847 |
| 2022 | 157 | $2.4M | $0 | $61,179 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Other Service Provider | $16,150 | — | $16,150 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $10,176 | — | $10,176 |
| BPA OF WI A BENESYS COMPANY | Other Service Provider | $9,028 | — | $9,028 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,354
- Estimated Expense Ratio: 1.536% 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 | $49,285 | $10,176 | $9,028 | $16,150 | — |
| 2023 | $48,442 | $10,391 | $9,028 | $15,235 | — |
| 2022 | $46,100 | $10,036 | $9,028 | — | $16,191 |