Plan Snapshot
- Plan Sponsor: Prometheus Group, INC.
- Sponsor EIN: 390414790
- Sponsor Address: 106 CAMERON AVE, LA CROSSE, WI, 54601
- Plan Type: 401(k)
- Total Participants: 710
- Total Assets: $64.4M
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 | 710 | $64.4M | $1.1M | $3.2M |
| 2023 | 672 | $60.2M | $1.0M | $3.0M |
| 2022 | 678 | $53.3M | $949,767 | $2.9M |
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 |
|---|---|---|---|---|
| TRUST POINT INC | NONE | $169,317 | — | $169,317 |
| WIPFLI | NONE | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,317
- Estimated Expense Ratio: 0.288% 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 | $185,317 | $169,317 | — | $16,000 | — |
| 2023 | $163,068 | $149,568 | $13,500 | — | — |
| 2022 | $143,962 | — | — | — | $143,962 |