Plan Snapshot
- Plan Sponsor: Pro-Tec Fire Services, INC.
- Sponsor EIN: 391260881
- Sponsor Address: 3433 WEST COLLEGE AVENUE, APPLETON, WI, 54914
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $7.1M
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 | 245 | $7.1M | $382,916 | $1.0M |
| 2023 | 254 | $5.5M | $338,427 | $852,267 |
| 2022 | 237 | $4.0M | $292,870 | $735,063 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — 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 | $6,301 | — | — | — | — |
| 2023 | $5,741 | — | — | — | — |
| 2022 | $9,425 | — | — | — | — |