Plan Snapshot
- Plan Sponsor: Ruekert & Mielke, INC.
- Sponsor EIN: 390908882
- Sponsor Address: W233N2080 RIDGEVIEW PKWY, WAUKESHA, WI, 531881019
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $38.4M
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 | 100 | $38.4M | $235,175 | $937,901 |
| 2023 | 111 | $35.4M | $259,069 | $944,111 |
| 2022 | 111 | $30.0M | $204,491 | $849,150 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — Auditor
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 | $70,000 | — | $70,000 | — | — |
| 2023 | $59,566 | — | $59,566 | — | — |
| 2022 | $57,105 | — | $57,105 | — | — |