Plan Snapshot
- Plan Sponsor: Pember Companies, INC.
- Sponsor EIN: 391216720
- Sponsor Address: N4449 469TH ST, MENOMONIE, WI, 547515436
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $14.8M
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 | 101 | $14.8M | $850,245 | $616,464 |
| 2023 | 93 | $12.3M | $849,749 | $541,399 |
| 2022 | 90 | $10.1M | $667,400 | $500,887 |
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 |
|---|---|---|---|---|
| HANCOCK & ROBINSON | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $81,882 | — | $81,882 | — | — |
| 2023 | $65,947 | — | $65,947 | — | — |
| 2022 | $60,896 | — | $60,896 | — | — |