Plan Snapshot
- Plan Sponsor: Pfefferle Companies, INC.
- Sponsor EIN: 391706414
- Sponsor Address: 200 E WASHINGTON ST STE 2A, APPLETON, WI, 54911
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 119 | $5.5M | $116,381 | $325,134 |
| 2023 | 124 | $5.3M | $114,656 | $312,925 |
| 2022 | 122 | $4.3M | $98,347 | $281,927 |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS — 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 | $44,872 | $17,781 | $27,091 | — | — |
| 2023 | $37,364 | $14,357 | $23,007 | — | — |
| 2022 | $33,250 | $454 | $11,880 | — | $20,916 |