Plan Snapshot
- Plan Sponsor: Power Test, LLC
- Sponsor EIN: 391562231
- Sponsor Address: N60 W22700 SILVER SPRING DR, SUSSEX, WI, 53089
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $16.2M
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 | 130 | $16.2M | $204,147 | $1.1M |
| 2023 | 132 | $15.6M | $196,836 | $1.0M |
| 2022 | 133 | $12.4M | $202,863 | $1.0M |
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 |
|---|---|---|---|---|
| RSM US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM 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 | $66,065 | $43,810 | — | — | — |
| 2023 | $17,235 | $12,672 | — | — | — |
| 2022 | $24,702 | $21,129 | — | — | — |