Plan Snapshot
- Plan Sponsor: The Potato King, INC.
- Sponsor EIN: 391166637
- Sponsor Address: N1078 JUSTIN ROAD, LA CROSSE, WI, 546012265
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $12.3M
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 | 141 | $12.3M | $335,238 | $536,429 |
| 2023 | 132 | $11.1M | $315,346 | $525,928 |
| 2022 | 127 | $8.8M | $293,196 | $501,462 |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | Investment Advisor | $36,968 | — | $36,968 |
| PRINCIPAL SECURITIES INC | Investment Advisor | $18,339 | — | $18,339 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,307
- Estimated Expense Ratio: 0.449% 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 | $59,220 | — | $59,220 | — | — |
| 2023 | $10,265 | $10,265 | — | — | — |
| 2022 | $65,128 | — | — | — | $65,128 |