Plan Snapshot
- Plan Sponsor: Sadoff And Rudoy Industries, LLP
- Sponsor EIN: 391047279
- Sponsor Address: 240 W ARNDT ST, FOND DU LAC, WI, 54935
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $5.7M
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 | 95 | $5.7M | $0 | $349,833 |
| 2023 | 88 | $4.5M | $91,557 | $357,989 |
| 2022 | 92 | $3.7M | $81,921 | $351,730 |
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 |
|---|---|---|---|---|
| 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: $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 | $8,445 | $746 | — | — | — |
| 2023 | $7,846 | $90 | — | — | — |
| 2022 | $4,249 | $90 | — | — | — |