Plan Snapshot
- Plan Sponsor: Psco Kieffer, INC.
- Sponsor EIN: 881590556
- Sponsor Address: 3322 WASHINGTON AVE, SHEBOYGAN, WI, 53081
- Plan Type: 403(b)
- Total Participants: 62
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 62 | $6.4M | $137,201 | $211,658 |
| 2023 | 66 | $6.0M | $143,651 | $189,326 |
| 2022 | 68 | $5.6M | $162,140 | $217,665 |
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 |
|---|---|---|---|---|
| MERCADIEN, P.C. | Auditor | — | — | $0 |
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 | $32,847 | — | $29,673 | — | — |
| 2023 | $35,005 | — | $32,768 | — | — |
| 2022 | $47,446 | $43,188 | $4,258 | — | — |