Plan Snapshot
- Plan Sponsor: Pyramax Bank, Fsb
- Sponsor EIN: 390624390
- Sponsor Address: 7001 W. EDGERTON AVE., GREENFIELD, WI, 53220
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $12.7M
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 | 87 | $12.7M | $375,415 | $593,924 |
| 2023 | 93 | $11.7M | $421,131 | $676,761 |
| 2022 | 101 | $10.6M | $405,187 | $664,081 |
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 |
|---|---|---|---|---|
| PEAK RETIREMENT GROUP | CONTRACT ADMIN | $3,925 | $5,710 | $9,635 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $5,089 | — | $5,089 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,724
- Estimated Expense Ratio: 0.116% 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 | $9,027 | — | $9,027 | — | — |
| 2023 | $9,835 | $9,835 | — | — | — |
| 2022 | $8,701 | — | $8,701 | — | — |