Plan Snapshot
- Plan Sponsor: Perlick Corporation
- Sponsor EIN: 390533500
- Sponsor Address: 8300 WEST GOOD HOPE ROAD, MILWAUKEE, WI, 53223
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $34.2M
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 | 214 | $34.2M | $611,584 | $1.4M |
| 2023 | 269 | $31.1M | $752,628 | $1.7M |
| 2022 | 307 | $28.2M | $969,233 | $1.7M |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
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 | $49,782 | — | — | — | — |
| 2023 | $75,254 | $17,000 | — | — | — |
| 2022 | $97,337 | $37,500 | $59,837 | — | — |