Plan Snapshot
- Plan Sponsor: Sani-Matic, INC.
- Sponsor EIN: 392044486
- Sponsor Address: 2855 INNOVATION WAY, SUN PRAIRIE, WI, 53590
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $20.4M
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 | 154 | $20.4M | $219,055 | $1.3M |
| 2023 | 155 | $18.8M | $207,908 | $1.1M |
| 2022 | 147 | $15.1M | $194,096 | $1.0M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN 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 | $73,069 | $52,482 | — | — | — |
| 2023 | $58,565 | $43,920 | — | — | — |
| 2022 | $49,251 | $41,331 | — | — | — |