Plan Snapshot
- Plan Sponsor: Polyfab LLC
- Sponsor EIN: 391151695
- Sponsor Address: 1705 MARTIN AVE, SHEBOYGAN, WI, 530834636
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $8.3M
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 | 111 | $8.3M | $184,548 | $429,074 |
| 2023 | 95 | $6.9M | $161,986 | $382,566 |
| 2022 | 121 | $8.0M | $160,492 | $369,242 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | $8,662 | — | $8,662 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,662
- Estimated Expense Ratio: 0.105% 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 | $45,761 | $33,663 | — | $8,662 | — |
| 2023 | $38,230 | $35,010 | — | — | — |
| 2022 | — | — | — | — | — |