Plan Snapshot
- Plan Sponsor: Parker Plastics, INC.
- Sponsor EIN: 731324371
- Sponsor Address: 8201 109TH STREET, PLEASANT PRAIRIE, WI, 53158
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $17.5M
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 | 274 | $17.5M | $869,125 | $886,971 |
| 2023 | 264 | $17.0M | $338,290 | $833,760 |
| 2022 | 233 | $16.5M | $865,078 | $859,535 |
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 |
|---|---|---|---|---|
| BARLETT & CO WEALTH MANAGEMENT | INVESTMENT ADVISOR | $53,173 | — | $53,173 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $40,966 | — | $40,966 |
| EMBREE FINANCIAL GROUP | INVESTMENT ADVISORY | $28,141 | $12 | $28,153 |
| WARADY & DAVIS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMBREE FINANCIAL GROUP — INVESTMENT ADVISORY
- WARADY & DAVIS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,292
- Estimated Expense Ratio: 0.699% 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 | $122,416 | $81,314 | $40,966 | — | — |
| 2023 | $113,366 | $77,441 | $35,925 | — | — |
| 2022 | $113,768 | — | — | — | $113,768 |