Plan Snapshot
- Plan Sponsor: Reinhart Boerner Van Deuren, S.C.
- Sponsor EIN: 391126909
- Sponsor Address: 1000 NORTH WATER STREET, SUITE 1700, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $308.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 349 | $308.4M | $6.8M | $4.4M |
| 2023 | 333 | $278.8M | $6.1M | $4.2M |
| 2022 | 301 | $240.9M | $5.5M | $3.8M |
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 |
|---|---|---|---|---|
| FRANCIS LLC | INVESTMENT ADVISOR | $98,750 | — | $98,750 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $34,346 | — | $34,346 |
| CLIFTON LARSON ALLEN | ACCOUNTANT/AUDITOR | $21,263 | — | $21,263 |
| MILLIMAN, INC. | ACCOUNTANT/AUDITOR | $8,005 | — | $8,005 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANCIS LLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CLIFTON LARSON ALLEN — ACCOUNTANT/AUDITOR
- MILLIMAN, INC. — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,364
- Estimated Expense Ratio: 0.053% 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 | $162,364 | $98,750 | — | $29,268 | — |
| 2023 | $172,505 | — | — | $35,780 | — |
| 2022 | $138,907 | — | — | — | — |