Plan Snapshot
- Plan Sponsor: Penzeys, Ltd
- Sponsor EIN: 391623813
- Sponsor Address: PO BOX 26188, WAUWATOSA, WI, 53226
- Plan Type: 401(k)
- Total Participants: 383
- Total Assets: $17.6M
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 | 383 | $17.6M | $191,591 | $978,738 |
| 2023 | 401 | $15.6M | $207,470 | $1.0M |
| 2022 | 400 | $13.8M | $200,419 | $909,716 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $17,833 | — | $17,833 |
| WIPLFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- WIPLFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,833
- Estimated Expense Ratio: 0.101% 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 | $17,833 | — | $17,833 | — | — |
| 2023 | $15,851 | — | $15,851 | — | — |
| 2022 | $8,612 | — | $8,612 | — | — |