Plan Snapshot
- Plan Sponsor: Ruder Ware, L.L.S.C.
- Sponsor EIN: 391132495
- Sponsor Address: 500 N. FIRST STREET, STE 8000, WAUSAU, WI, 544028050
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $58.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 96 | $58.5M | $1.9M | $755,009 |
| 2023 | 87 | $52.1M | $1.8M | $801,831 |
| 2022 | 93 | $42.9M | $1.5M | $694,717 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $12,600 | — | $12,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,600
- Estimated Expense Ratio: 0.022% 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 | $184,156 | — | — | $12,600 | — |
| 2023 | $165,281 | — | — | $11,865 | — |
| 2022 | $172,545 | — | — | — | — |