Plan Snapshot
- Plan Sponsor: Plank Enterprises, INC.
- Sponsor EIN: 391374364
- Sponsor Address: 4404 ANDERSON DRIVE, EAU CLAIRE, WI, 54703
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $19.8M
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 | 110 | $19.8M | $351,432 | $645,168 |
| 2023 | 89 | $15.5M | $414,239 | $577,931 |
| 2022 | 92 | $12.4M | $169,837 | $527,128 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $61,274 | $40,673 | — | — | — |
| 2023 | $52,029 | $32,668 | — | — | — |
| 2022 | $54,548 | — | — | — | — |