Plan Snapshot
- Plan Sponsor: Riesterer & Schnell, INC.
- Sponsor EIN: 391845937
- Sponsor Address: N2909 STATE HWY 32 NORTH, PULASKI, WI, 54162
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 346
- Total Assets: $31.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 346 | $31.3M | $0 | $0 |
| 2024 | 269 | $26.8M | $309,622 | $1.5M |
| 2023 | 268 | $24.7M | $558,170 | $1.5M |
| 2022 | 261 | $20.8M | $801,996 | $1.5M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Other Service Provider | $71,086 | — | $71,086 |
| PENSION INC | Other Service Provider | $45,087 | — | $45,087 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,173
- Estimated Expense Ratio: 0.372% 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 |
|---|---|---|---|---|---|
| 2025 | $3,108,516 | $71,086 | — | — | — |
| 2024 | $144,354 | $87,935 | $56,419 | — | — |
| 2023 | $166,074 | $117,316 | $48,758 | — | — |
| 2022 | $166,092 | $118,760 | $47,332 | — | — |